429- FROM THE VAULT: Bill Ackmans Investing Checklist Part 2

Published: Aug. 1, 2023, 12:30 p.m.

b'Bill Ackman\\u2019s checklist is straightforward and reflects the basic principles of Rule #1 investing. But sometimes a company\\u2019s story has changed, so you must research further to determine if you need to hedge, or even exit a position.\\nThis week, we head back to the vault to hear part 2 of last week\\u2019s analysis of Bill Ackman\\u2019s investing checklist.\\xa0This week, Phil and Danielle go into greater depth on the topic and discuss why it\\u2019s important to keep things simple with your investing.\\nTo gain a better understanding of the moats your investments ought to have, click here for The 5 Moats Investment Guide:\\xa0https://bit.ly/3Kmb33J\\n\\nTopics Discussed:\\n\\nIrish companies\\n\\nThe snowboarding of money\\n\\nPower structures of corporate governance\\n\\nThe value of patience and humility in investing\\n\\n\\nResources Discussed:\\n\\nOrigin Enterprises\\n\\nI-RES\\n\\nPermanent TSB\\xa0\\n\\nAIB\\n\\nBank of Ireland\\n\\nKingspan\\n\\nRyanair\\n\\nSmurfit Kappa\\n\\nCRH\\n\\nGlanbia\\n\\nKerry Group\\n\\n\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'