William M.
The clear explanation of technical…
The clear explanation of technical principles and continuous encouragement!

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
Showing 198 reviews with 5 stars · Clear filters
William M.
The clear explanation of technical principles and continuous encouragement!
Austin
This workshop is a lot of WORK. But man, is it worth it! If you lean in, you will get so much valuable, life-changing investing insight. Phil and his team lay out a proven framework to help you understand how to value businesses, execute trades, and take charge of your financial future. All the coaches are super helpful and encouraging. They help you during the breakouts sessions, to practice and prove to yourself that you really can do this! After this weekend I can’t wait to get started implementing everything I’ve learned. Thank you so much.
Steve B.
I was really I inspired through the workshop on everything Rule 1 had to offer. My wife and I especially appreciated our Coach Mike’s direct and a special shout out to coach Cody for helping us with our understanding of the options section and some minor thinkorswim.com functionality issues. Finally, Phil was warm, kind and friendly. We could really see his desire to help all of us to become financially successful. And we also really appreciated Melissa’s hospitality. Steve & Lori
Michael
Don’t know how it could have been better given the timeframe. It is a good start. The presence of the coaches made a monstrous difference that enhanced the experience ten fold. It was really fun to see everyone in person as well.
Neil
There was a lot of information provided. There was plenty of help available. I am old so I would have skipped the farm ( as nice as it was ) and used those hours to end a couple hours earlier on Friday and Saturday. A big plus for me was introducing my son to the seminar and spending the experience with him.
Osama
Wonderful, very knowledgeable presenters and coaches. Excellent delivery of general principles upon which to build. Excellent handouts and manual that followed the presentation. Particularly great follow up strategy to keep us motivated, on course and have further opportunities to contribute. FANTASTIC!
Michaela
The workshop was absolutely great, full of informations, great stories, great atmosphere,... Phil, Melissa, coaches and all people around very very friendly.
Bruce
I really loved the experience. Got a great opportunity to be around like minded people who are on the road towards financial freedom. Really appreciated having Brandon from New Money there as well. Lastly, it’s great having Phil talk with us live, and taking pictures with us while also signing our books.