Rule One Investing Blog

In my last article I talked about how KSwiss’s current stock price is currently below the margin of safety. Therefore, it’s important to delve deeper into this company immediately. As soon as you find a stock below the Margin of Safety I think it’s important to analyze the company to determine if it’s worth putting [...]

Sorry it’s been so long that I’ve posted. I have some other web endeavors that are currently taking up more time then usual. Luckily, they’re starting to wind down and I can finally get back to this blog. Fortunately, rule one allows us to get busy with other endeavors once we have money invested as [...]

In the past two articles I’ve discussed Creating a Meaningful Stock list and Analyzing Sports and Recreation Stocks. In this article, I’m going to analyze the moats and on the remaining companies on the list. Sports Nike (NKE) Moat – Definitely! Who doesn’t wear Nike nowadays. Sketchers (SKX) Maybe. They provide contemporary footwear for young [...]

Have you finished reading Rule #1 Investing by Phil Town? Have you started searching for a stock that’s under the MOS? Are you starting to get frustrated that you haven’t found anything that meets the Rule #1 requirements? Here’s a few tips and tricks to ensure that you don’t give up on the rule one [...]

I’m taking a close look at the stock list that I created from last post about creating a meaningful stock list.  I’m going to go through the specific stocks and eliminate stocks that don’t fit the Rule #1 criteria.  The criteria I’m using are 7 years+ of history 10% Return on Investment Capital (ROIC) for [...]

This is part two of my posts on the three circle exercise. In the first part I did the exercise of writing things that I’m passionate about, am good at and spend my money on. From the results I found that companies with meaning would be companies that deal with sports, travel, cooking. In addition, [...]

In the Book Rule #1, Mr. Town describes a method to find stocks that have meaning to you. He names the method the three circle exercise. The idea is you put things you’re passionate about, talented at and spend money on, in three circles. You then analyze what is overlapping in each circle and pick [...]