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The Case for Investing in Individual Stocks, with Co-Founder of the Motley Fool, David Gardner
Episode 642

The Case for Investing in Individual Stocks, with Co-Founder of the Motley Fool, David Gardner

Afford Anything | Make Smart Money Choices · Paula Pant, Personal Finance Expert | Cumulus Podcast Network

September 12, 20251h 29m

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Show Notes

#642: Curious about how individual stock picking could sharpen your investing skills—even if you’re an avid index fund investor?

Paula sits down with David Gardner, co-founder of The Motley Fool and author of Rule Breaker Investing, to delve into the world of contrarian stock strategies and the mindset behind picking standout companies.


Timestamps:

Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths.

(0:00) Sports team investing analogy

(4:20) Individual stocks vs index funds

(7:12) Values-based investing approach

(13:16) Starbucks pick criteria

(13:28) Six rule breaker traits

(20:41) Why overvalued works

(26:44) Market timing philosophy

(32:20) Traditional metrics miss key factors

(39:18) When to sell stocks

(45:26) Winners vs losers math

(48:32) Portfolio allocation rules

(55:10) Sleep number concept

(1:00:00) Adding to winners strategy

(1:05:16) Evaluating unfamiliar companies

(1:09:15) Dot-com bubble lessons

(1:16:24) AI investing parallels

(1:20:18) Sports betting critique


Resource:

David Gardner's book: Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth


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