Rule One Investing Blog

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 [...]

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 [...]

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 the 5 [...]

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. [...]

Since selling my Lowes stock I’ve been searching for another great company to buy. However, since I’ve completed my first two trades I thought a little reflection is necessary.
First off, don’t get me wrong I’d love to own Lowes (LOW) forever. However, the big guys are weary about this industry right now. [...]

An easy way to expose yourself to stocks that you don’t really know exsist is to find a movers and shakers list. This is a great way to find a group of stocks that you may or may not be familiar with or are in a different industry then you typically follow.
The drawback [...]