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Amazing Coaches
Amazing Coaches

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
Excellent

Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · New York, New York
Excellent

Investments & Wealth · Conyers, Georgia
Excellent
219 approved reviews, newest moderated first
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!
JT S.
Phil Town's Transformational Investing Workshop is a one of a kind experience! There is so much value packed into a 3 day workshop. It is the most learning I have ever done in such a short time. I would highly recommend reading his books and listening to the Invested podcast first to get the most out of the weekend as there is a ton of content presented in a very short time. I have been investing for almost 20 years now and the Rule #1 process is the best method for learning to invest I have seen. Rather than being overwhelmed with jargon Phil and his team give you a few key metrics to focus on and show you how to actually value a company. You then learn a few simple technical analysis techniques and a few options strategies that you can start employing immediately. Whether you are brand new to investing or a seasoned investor you will come away from this workshop with valuable insights into what a sound investing framework looks like.
Kristina
Phil Town is the Robin Hood for the retail investor. Yes, you have to put in the work and effort, but you can learn how to invest and trade in a safe way and in a very professional environment with great people and support.
Kay
I was amazed at the level of knowledge I was given when I attended. It made me want to learn even more. Engaging and knowledgeable instructors. It was life changing for me.
Jan B.
My professional investors achieved around 10% annual returns and insisted this was great. So I thought it was time to learn and be responsible for my own investments. Rule1 gave me a clear and incredible amount of knowhow in the work shop. It became very clear that I will outperform my professional investors. 4 years on, I am going to sell my very successful Dental practice and do Rule1 investing full time to achieve complete financial independence. Rule1?Highly recommended!