Tom
Highly recommended!
Great investment information presented by Phil and the team! The group coaches were very helpful and friendly. In short, quality people and product!

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 Five Star Index, with an average rating of 4.9 out of 5.
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Investments & Wealth · NEW YORK, New York
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Investments & Wealth · Seal Beach, California
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Investments & Wealth · New York, New York
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Investments & Wealth · Conyers, Georgia
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Showing 198 reviews with 5 stars · Clear filters
Tom
Great investment information presented by Phil and the team! The group coaches were very helpful and friendly. In short, quality people and product!
James
They made the process of investing simple, understandable, and removed the fears and myths of learning how it works. Also a step by step method to learn the fundamentals, get the proper information, put it into practice, and get started investing properly.
Geoff A.
I like that Phil is very much hands-on with the training and he doesn't pass it off to his team, who are all very informative and enlightening. Also, I liked the training on multiple different ways of investing.
John A L.
Lecture followed by Break Out Sessions is a great way to learn and then put knowledge to practice right away.
Pei
Amazing Coaches
Lynette K.
I'd worked hard to build a meaningful and successful career, but as a single mom at 40, realized I had no control or understanding of my or my family's financial future... so I set out to take that control back. I came across Rule 1, and that first Transformational Investing Workshop totally changed my LIFE! Yes, I am investing better, and I totally own my entire financial portfolio... but Phil and the team have truly been the impetus behind how I see my ability to earn money and steward it! Yes, I learned techniques and strategies... but it feels like I'm learning from friends and people who care, that talk my language (and don't talk over my head!), who are truly intent on helping me be the best for my own reasons! I am confident and comfortable and capable with my money now... long-gone is the stress and worry and hand-wringing about my and my kids' futures! If I can learn how to do this... anyone can! Do yourself a favour... enrol NOW!!
Bruce B.
This weekend substantially exceeded my expectations. The Toolbox is incredible and mirrors Phils teaching in his 3 NYT Bestsellers on Investing. Rule #1 shared the Ruler Story Form focusing on 3 ways to value a business along with sharing evidence of Guru Superinvestors' Mindsets and or teams that may have or currently hold a potential similar business. Also discussed were ways to generate cash flow while waiting for a potential incredible business to go on sale in this historically overvalued market. Concepts explained were: Why Small Investors have an edge, Tranching, Portfolio Allocations, Favorite Books, Option Trading strategies including Hedging, ARORC's, How to reduce basis and more! Phil has decades of real world Investing experience and he shares so much - I didn't want the workshop to end. This was a life changing weekend for me and my Family. How DO I Become A COACH and Learn More About Rule #1?
Dean
This training was life changing. The weekend is filled with practical information on how to analyze companies and how to invest using value investing. It also taught us how to use brokerage tools to do the options trades to reduce cost basis. I had taken a Value Investing course from Columbia University prior, which gave me the foundation, but Rule 1 taught the practical tools to implement it. Highly Recommended if you want to take control of your future!