Excellent
Based on 219 reviews
Rule #1 Investing4.9Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Rule #1 Investing is a U.S.-based financial education company that teaches long-term, value investing principles. The approach is built around the idea often described as the first rule of investing: don't lose money.Founded by investor and author Phil Town, Rule #1 Investing provides educational programs designed to help individuals understand how to evaluate businesses and make disciplined investing decisions. The education is inspired by Warren Buffett's value investing and is intended for self-directed learners seeking a structured way to think about investing, rather than short-term trading.The company offers in-person and virtual learning experiences, including the Rule #1 Investing Workshop, along with online educational resources. Rule #1 Investing’s methodology is centered on the Four M’s framework—Meaning, Moat, Management, and Margin of Safety—which guides learners through a repeatable process for analyzing companies and understanding valuation principles. These ideas are also reflected in Phil Town’s published work, including the Rule #1 book.Rule #1 Investing serves a global audience of beginner and experienced everyday investors who want clear, principles-based investing education delivered in plain English. All offerings are educational in nature and do not provide personalized investment advice or guarantees.
Rule #1 Investing (ruleoneinvesting.com) has 219 customer reviews on Folks Told, with an average rating of 4.9 out of 5.
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Rich
In the course of 3 days, Phil and his team taught me a sound approach to looking for companies to invest in. The Rule 1 method is built on risk reducing principles to help avoid violating Buffet's Rule #1, don't lose money. So far, since taking this course, I've had some losses but more wins so I haven't violated Rule #1!
David
Useful, actionable knowledge with instructors who know the material backwards and forwards and are excited to explain it to you. The weekend was fast paced, but not overwhelming. I came away from the experience confident in what had been taught, and excited to move forward into taking further action in my own investing practice.
Alex
The workshop was a great experience. It was well structured and organized. It will give you a good basis to decide whether you want to continue to learn all this stuff or not. In my case, it gave me the desire to learn more and I got the confidence that I can do it if I work really hard.
Jared
The event was informative and motivating; delivered by people committed to your success.
Rica
Their investing philosophy resonated with me and their coaches were awesome.
Wanda
The positive energy and message and community are great. The content moved quickly for us newcomers but we managed to follow. What would help a bit more: A more detailed agenda ahead of the weekend that includes what to bring and set expectations around food. When we were informed to setup the Schwab Thinkorswim platform, it was not clear that we would only trade in paper money and not to stress over getting funds into the account yet. Most of us would gladly pay for coffee service during the workshop. That was my main disappointment- lack of coffee options during the conference- paid or not. Free front desk coffee kept running out the. They wanted to charge too much for the mediocre coffee. Many hotels have coffee shops or provide coffee for meetings. I am a customer experience strategist and design events and would be happy to chat about more ideas. Overall, trust was established and the generosity of the event wins all. Thank you all again!
Troy
What an awesome class! I started the class thinking it would be a bit better than an online tutorial on how to buy stocks. It was so much more than that! I learned the 4 M's and it changed how I look at a company. If it is missing an M. It is not a wonderful company. I learned that it is ok to hold cash so that when your wonderful company goes on sale you can buy it. During the class we also learned what to do with that cash in the mean time. I recommend this class for those that are motivated to change their lives!
Paul
What a fantastic investing course this is, and to think its is absolutely free, no selling of software, nothing apart from super informative investing advice. Thank you Phil and team!!
