The Growth Conundrum | InvestED Podcast | #484

It’s a tricky practice for value investors to navigate through the sea of potential investments. While large, successful businesses can be tempting at the right price, the steps taken to achieve or maintain that success might come with negative environmental and/or societal costs. Given the global dominance of some of the big tech companies in 2024, it might seem like the Amazons and Googles of the world are here to stay. However, issues like misplaced investments, anti-competitive behavior, and a myopic view of the future have seen industry giants topple in the past. This week, Phil and Danielle grapple with the growth dilemma faced by successful companies, and what that can mean for your portfolio as a value investor. DISCLAIMER: Rule One Investing provides general education only. We are not a registered investment advisor, broker-dealer, or financial advisor. Nothing here or in any workshop constitutes personalized investment advice or a recommendation to buy or sell securities. Phil Town’s personal results (e.g., turning $1,000 into more than $1.4 million) are historical, shown for educational purposes only, and are not typical. Past performance is no guarantee of future results. Most investors do not achieve similar returns. Stock examples and outcomes shown are illustrative only and are not recommendations. Investing involves substantial risk, including complete loss of principal. No strategy guarantees profits. Options involve substantial risk of loss, including total investment. Not suitable for all. Testimonials are from real, unpaid students who volunteered their experiences. You are solely responsible for your investment decisions. Investing involves risk of loss. ©️ 2025 Rule One Investing LLC. All rights reserved.