Rule Breaker Investing

In this landmark episode, David reviews and shares perspectives and learnings from the entire collection of 30 five-stock samplers picked from 2015 to 2021, and reviewed into 2024. Using his special 10 1/2 chapter format, David reflects on the themes, results, and lessons from six years of stock picking. How’d we do?! Discover the highs and lows, the glory and the pain, and the enduring principles of Rule Breaker Investing. Companies Discussed: AAPL, AMZN, BKNG, DIS, GOOG, IPGP, MELI, NFLX, NVDA, PTON, SE, TDOC, TSLA, TWOU Host: David Gardner Producer: Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Independence Week in the United States is the perfect time to explore financial freedom. This week’s podcast highlights five key points leading to financial independence, featuring insights from American history, Rule Breaker listeners, and David himself. Rediscover Ben Franklin’s wisdom, the Diderot Effect, and Yankee ingenuity. Learn from listener stories about frugality, teaching financial literacy, and entrepreneurial success. Stories and inspiration helping you achieve financial freedom, American-style. Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s Rule Breaker Investing’s first-ever outtake — what stock could we NOT feature on last week’s Market Cap Game Show, and why? Bill Barker joins in for a few laughs. David closes out “5 Stocks Pursued by a Bear,” explores with Jim Mueller if The Motley Fool gives options advice, and welcomes a visit from Sean Milliken, head of the Fool’s latest fund. Mailbag! Companies Discussed: AAPL, AXON, DAVA, NFLX, PTON, SNBR, TTD, U, Z Host: David Gardner Guests: Bill Barker, Sean Milliken, Jim Mueller Producer: Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

The first of the new season, this week’s Market Cap Game Show features an epic showdown between two Bills full of humor, precision(!), wild guesses, and a miss by the thinnest of margins. (Ever!) Can you outscore one… or both… Bills? Companies Discussed: QCOM, CHWY, SNBR, CAVA, MANH, IT, VZ, TGTX, QRVO, TMDX Host: David Gardner Guests: Bill Barker, Bill Mann Producer: Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

For the second week in a row, David launches Volume 1 of a new episodic series. This time it’s “Pet Perks,” a celebration of the small joys that enhance our investing, business, and life. What little things make a big difference? Tune in for practical tips and a touch of humor as we explore the finer points of living a Foolish life. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, ChatGPT asks David its five “most thought-provoking questions” about Rule Breaker Investing, and he takes his best shot answering every one! Cutting-edge technology meets timeless investing wisdom in our newest episodic series. Stocks Mentioned: META, ABNB, UBER, CAVA, SG, TOST, OLO, NFLX, TSLA, NVDA, AXON, CMG, MELI, WRBY, AMZN Learn more about your ad choices. Visit megaphone.fm/adchoices

The fifth Wednesday of May brings us a mailbag to close out a remarkable month reflecting back on dividend stocks, David’s birthday learnings, and most of all a provocative and deep mailbag entry, a reflection on three new additional laws to consider…. Stocks mentioned: NVDA, CMG, MELI Learn more about your ad choices. Visit megaphone.fm/adchoices

We celebrate the breaking of rules, but… laws? Not so much. This week, David returns to this episodic series to cover six more laws that will level up your game and make you smarter, happier, and richer. (5:08) Newton’s First Law of Motion (11:16) Arthur C. Clarke’s Second Law (16:07) Sutton’s Law (24:47) Amara’s Law (32:15) Cunningham’s Law (37:17) Hofstadter’s Law Learn more about your ad choices. Visit megaphone.fm/adchoices

It's the gift that keeps on giving. As we celebrate David’s birthday, we'd like to thank you for all the notes, emails, and tweets summarizing the lessons that matter most to you. Let's celebrate! (8:51) Investing (41:26) Business (45:45) Life Companies Mentioned: AAPL, CMG, NFLX Host: David Gardner Producer: Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s episode, the ninth in this historic series, David rummages around the archives to bring back another five standout Rule Breaker insights to improve your investing, business, and life. Featured Blast From The Past Topics: Style-Boxing Add Up, Don't Double Down Navigating the Emotional & Practical Challenges of Selling a Business The Power of Being a "For" Person Ron Washington’s Lesson: Character Matters Learn more about your ad choices. Visit megaphone.fm/adchoices

Did someone say free money?! After 4 years, we’re diving back into the world of dividend investing with David’s dividend friends Buck Hartzell & Matt Argersinger. David breaks down dividends in chapters: Chapter 1: The Shift Away from Dividend Investing Chapter 2: Their Practical Value Chapter 3: Challenges & Misconceptions Chapter 4: Stock Buybacks vs. Dividends Chapter 5: Spotlight on Stock Picks & Strategies Guests: Buck Hartzell, Matt Argersinger Stocks Mentioned: GOOG/GOOGL, BRK-B, EBAY , HSY, RPM, SBUX, EGHSF, BIP or BIPC, MTY Learn more about your ad choices. Visit megaphone.fm/adchoices

Happy Shakespeare’s Birthday! On our 102nd Mailbag: Is gold a golden investment? What do ETFs that rebalance get right... and wrong? And do you: Buy Now, and Pay Later? David is joined by fellow Fools Andy Cross and Robert Brokamp to tackle these questions, and more... and producer Rick Engdahl closes it out with a special announcement. It's our April Mailbag! Fool on. Host: David Gardner Guests: Andy Cross (8:35), Robert Brokamp (24:24) Producer: Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

In the 18th installment of our Great Quotes series, we delve into Shakespeare's "As You Like It," the play that inspired our company's name. David explores five compelling quotes from the Bard's beloved comedy, explaining how they can make us smarter, happier, and richer. Join us as we uncover centuries-old wisdom the play holds for investors. Host: David Gardner Producer: Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

You know Bill Barker’s and Robert Brokamp’s investment advice from years of contributions to our podcasts and services. But did you know where and how they started? Sports, family, and finance keep popping back up in their life stories expressed in 10 sentences, in the stock graphs of their lives, and in the three key moments that have made these admirable men the Foolish investors that they are. Host: David Gardner Guests: Bill Barker (3:11), Robert Brokamp (42:26) Producer: Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

What makes someone an optimist? How do you embody optimism? Who is on your Mount Rushmore of Optimists? And, should we “gather all the optimists and eat the pessimists”?! Cultivating optimism, with Bill Burke, founder of The Optimism Institute. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 101st mailbag may not seem as momentous as the one that ended with "0" but Fools know that big round numbers are just a milestone on the path to the future. Today we mark our charts for the course ahead, and hear from the delightful crew that we're sailing with on this ship of Fools. Yo, ho, ho, it's the March Mailbag! Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

It all comes down to this... Who will be the National World Champion of The Market Cap Game Show? In one corner is Bill Mann and in the other is Andy Cross, both investing gurus and indelible Fools. But we're betting on you to come out smarter, happier, and richer as we all play and learn together! Companies discussed: UNP, WD, UBER, SYNA, SRAD, USB, NARI, DXCM, TDOC, PI, LYV Host: David Gardner Guests: Bill Mann, Andy Cross Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We hope you've filled out your bracket because we're back with the second match of the March Market Cap Madness Final Four. Today it's the OG, Matt Argersinger up against the globetrotter, Bill Mann! Who will make it to next week's final? You will, Fool! Companies discussed: ELF, MIDD, CCL, ABNB, BRC, EBAY, CRNC, KLG, PAC, BBW Host: David Gardner Guests: Bill Mann, Matt Argersinger Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The Olympics. The World Cup. The Super Bowl. These competitions bring the world together to back their favorite teams as they compete for the ultimate title. But March Market Cap Madness has an even bigger draw, because you not only get to root for your favorite; you get to compete! Strap in and get your pencils ready, it's go time! Companies discussed: INTU, CMG, MMM, LUV, NTB, TSLA, SNBR, DOC, SSNC, VBAH Host: David Gardner Guests: Andy Cross, Emily Flippen Producers: Dez Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

When the party's over, turn out the lights? No way, Fool! Head on over to the after-party and keep the good times rolling! Last Wednesday we had an epic 100th mailbag, joined by several of our long-time listeners. Today we extend that conversation and dig-in to four beautiful questions to make us all smarter, happier, and richer. Host: David Gardner Guests: Jason Moore, David Geck, Jumm, Adam Nelson, Mike McMahon, Jason Newman Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We've always held that the mailbag is a chance for us to learn from each other; to hear the thoughts of Fools from around the world who listen to the show and then respond with wisdom of their own. Today, as we celebrate our 100th mailbag, we're kicking it up a notch! Get ready to meet seven of our most brilliant and prolific correspondents, and this time hear their voices as well as their stories. Host: David Gardner Guests: Jason Moore, David Geck, Jumm, Jason Trice, Adam Nelson, Mike McMahon, Jason Newman Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

It's time again for an old format, a new show, borrowed wisdom and some blue sky thinking! You don't have to be a bride to join in the good luck this week. (04:31) Style Boxing (14:23) The Golden Ticket (21:43) The Why of Work (29:25) A Study in Blue Companies Mentioned: MORN, DIS, ABNB, NFLX, TSLA Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Does cost equal quality? Can your smart watch make you even smarter? And where on Earth is rule.breaker.investing? You're about to be smarter, happier, and richer, Fool! Time for some tips, tricks, and lifehacks. Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks, bonds, ETFs, real estate, crypto, art... Wait, what? Art? Is that a thing that you can invest in? There are always more rules to break, Fool! Today we're here to explore the world of art investing. Is it our area of expertise? No. Do we have guests who can teach us where to begin and guide us along the way? You bet! There's wine and cheese in the corner; take a look around and be sure to ask about the context. Host: David Gardner Guests: Tonya Turner Carroll, Michael Carroll Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you own the Magnificent 7? Do you remember FAANG stocks? Do these arbitrary groupings matter? Only if you keep score, as one listener reminds us! Yes, it's the mailbag time of the month again, where we hear from you about what you've learned, what you're teaching, and what you're looking forward to. Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

High risk? Low risk? MEDIUM risk? What does that even mean? And what the heck is risk anyway? Today, we define risk Foolishly and revisit our risk ratings, a system to quantify the long-term risk your companies may face. Companies Discussed: KNSL, CHWY Host: David Gardner Guests: Emily Flippen, Andy Cross Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

As Mark Twain once said, "History never repeats itself, but the Kaleidoscopic combinations of the pictured present often seem to be constructed out of the broken fragments of antique legends." Or something like that. In any case, we're here today not just to repeat lessons from the past, but to reflect on them anew, and fit them into our view of the present and more importantly, the future. Stocks Mentioned: NVDA, DIS, AMZN, TSLA, NFLX Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We're here to make you smarter, happier, and richer, and today we're focusing on the smart part. Or that's the aim anyway. You keep score and let us know how we're doing, as our all-star cast tries to help you understand some common and not-so-common investing terms. Do you know them? It's lingo-bingo so prepare to be delighted! Host: David Gardner Guests: Matt Argersinger, Bill Barker, Jim Mueller Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Remember when Motley Fool newsletters were printed on paper and sent not to your inbox but to your mailbox? If so, thank you! You've been with us for a long time. If not, you may have missed out on some great stock returns (though we believe future returns will be just as great). And you might have missed out on some great stories and lessons, printed on page one of those old paper newsletters. This is the series where we bring these essays back, warts and all, to see what we were thinking, how things might have changed, and mostly, what can we learn going forward. Host: David Gardner Producers: Heather Horton, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Another month gone by, indeed another year gone by! We're here to wrap it up in a bow with our final mailbag of 2023. The Market has been kind this year, and we've been rewarded for staying invested. But we're not here to dwell on the past, after all it's the future that matters most. So whether you're wearing a black tie, your best dress, or goofy 2024 sunglasses, have a Happy New Year and we'll see you on the other side! Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

A company with a $50 price per share might have a million shares outstanding or a billion shares outstanding. And unless you know both numbers, you don't know the price tag of the stock you're about to buy. It's market cap time once again, and we're here to have some fun talking about the true value of companies that the Motley Fool recommends. Companies Discussed: VRNS, CLNE, NFLX, DPZ, ALGN, DHR, SHOP, RGEN, BR, INTU Host: David Gardner Guests: Bill Barker, Yasser El-Shimy Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Cue the orchestra! It's time for the Besties! This is a celebration of the year that was, and a shout out to 10 of our favorite episodes of 2023. We've got guest stars, cameos, and a song-and-dance number that will leave you speechless. Oh wait, sorry, we had to cut the dance—these award shows are always running long. Host: David Gardner Guests: Arthur Brooks, Elizabeth Hargrave, Jordan Ellenberg, Mahan Tavakoli, Thi Nguyen, Warren Berger, Ed Brooks Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We're well into the gift-buying season, so it's time for the annual games podcast! This time we have some classic games (06:00), some casual games (18:55), some strategy games (36:01), and a bonus list of game expansions (46:32). It's all about the happy today, so shuffle your cards, rattle your dice, and and get ready to drop some tiles! Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Can November really be over already? It's that time again Fools, and you've packed the mailbag full this time. From silly to serious, softballs and hardballs, we're here to answer your questions. Plus, it's time for a final review of 5 Stocks that will Press On (10:59). Will the 5-stock sampler make it to Foolhalla in one piece? Stocks Discussed: ZBRA, ODFL, CNI, CRUS, ECL Host: David Gardner Guests: Andy Cross, Jennifer Gennaro Oxley Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

What do you have to be grateful for? That's not a rhetorical question — this is the season for letting people know! Say it out loud! Tweet it! X it! Post it! Or in our case, podcast it! We are truly grateful for you, the Fools around the world who listen, learn, and share with us on this journey of investing, business, and life. Thank you! Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We live in a global society, with global conflicts, aspirations, and opportunities. And so today we're seeking words of wisdom and Foolishness from around the world, finding perspective and a bit of rational optimism for a better future. Progress may not be a straight line, but over time it goes up and to the right! Companies Mentioned: SBUX, META, TSLA, AAPL, NFLX Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Should the Motley Fool file a class action lawsuit against... class action lawsuits? Why do people think in just two dimensions when our world has three? Can you pronounce the name of your best performing stock properly? It's that time of year again; we're getting petty and pedantic. Ok? Host: David Garner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Even if you don't play games, you know what they're about, right? Wars, power, control, money... dudes on a map trying to take over the world! But what if a game was about birds? Butterflies? Mushrooms? Today we talk with Elizabeth Hargrave, one of today's most successful game designers, responsible for the instant-classic, Wingspan. Bringing a feminine aesthetic, along with a formidable business acumen, she is advancing the game industry into the modern era. Host: David Gardner Guest: Elizabeth Hargrave Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

It's time for our monthly mailbag! From the U.S. to Germany and back again this month we’re talking investing, business and life. We look at how the Good Guys not only outnumber the bad in the world but also economically outperform the bad actors. We discuss the importance of Owning our Outcomes and the only 4 acceptable answers for West Point first years. (3:00) Hot Takes From X (Formerly Twitter) (4:50) Mailbag Item 1: Good Guys Economic Outperformance (12:16) Mailbag Item 2: September Mailbag Response (14:36) Mailbag Item 3: Importance of Owning Our Outcomes (20:13) Mailbag Item 4: Index Funds and Money Markets (25:56) Mailbag Item 5: German Punctuality and A Financial Horror Story Companies Mentioned: AAPL, GABXX Host: David Gardner Producer: Heather Horton & Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

The spooky season is upon us, and it doesn't stop with the ghosts and ghouls at your doorstep! The world is full of scary stories, but if you take heed of Robert Brokamp's warnings, you just might survive the financial apocalypse. (07:13) Switcheroo with the Vampire (13:41) The Trade is Coming from within the House (17:51) Dial "M" for my Money is All Gone (25:09) The Ex-IRS-ist (33:09) Invasion of the Money-Snatchers (40:34) The Queen of Soul Speaks from the Grave...and the Couch (48:02) 3 Scary Stats Host: David Gardner Guest: Robert Brokamp Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Ah, the eternal verities! Some things never change. But that doesn't mean we don't need to revisit them from time to time. Whether you've been with us from the beginning or have joined us in the last few years, it's important to review the things that we value most as Rule Breaker Investors. Stocks Mentioned: GOOG, AMZN, NFLX, HUBS, TSLA, MELI Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Does character always win? In business, investing, and life? What is character anyway? Can we measure it? Manage it? Improve it? These are just a few questions that we address with Dr. Edward Brooks, Executive Director of the Oxford Character Project, as we dive into the long-term benefits of being virtuous. Host: David Gardner Guest: Ed Brooks Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Whether your weather is meteorological or astronomical, we're officially in the season of Autumn. In this September mailbag, we're looking at authors, numbers, percentages, baseball, and so much more! Plus, we review and draw to a close yet another 5-stock sampler, these ones indistinguishable from magic. Foolhalla awaits! (4:00) Social Media Hot Takes (8:23) Mailbag Items (39:50) Review of 5 Stocks Indistinguishable from Magic: off to Foolhalla! Companies Discussed: AAPL, PEGA, NVDA, ASML, RGEN, SEDGHost: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Lots of stock talk today as we play the game that educates, amuses, and enriches us all. And, it's the 25th edition of the show, so we've brought back two returning champions to play against each other and against you, Fool! In the end we're all winners on the Market Cap Game Show. Companiers Discussed: MAR, ATVI, ASR, TSCO, FDX, COIN, NFLX, SMAR, PATH, FUN, MRNA Host: David Gardner Guests: Bill Mann, Emily Flippen Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The Motley Fool is here to make you smarter, happier, and richer. Today we're all about the happy! But what does that mean? Is it achievable? Does money help? Author and columnist for The Atlantic, Arthur Brooks, has a new book out, co-written with Oprah Winfrey that puts a scientist's lens on the subject of happiness. Are you ready to Build the Life You Want? No time like the present! Host: David Gardner Guest: Arthur Brooks Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Pull out your camp-stool, listen to the sounds of nature, and pack a few Barbies for the kids. It's storytime! Stock stories, that is. (05:18) Dripping My Way to a 34-Bagger with Robert Brokamp (14:42) Undeserved Good Fortune with Bill Barker (25:34) My Biggest Mistake was my Biggest Lesson with Kirsten Guerra (35:14) The Dangers of Early Success with Mac Greer (46:40) 90% of the Flavor and 10% of the Cost with Jason Moser Companies Discussed: HD, XPO, SLB, AAPL, MKC Host: David Gardner Guests: Robert Brokamp, Bill Barker, Kirsten Guerra, Mac Greer, Jason Moser Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

It's time for our monthly mailbag! That's where we answer all the emails that come from you. That's the rule. But... you know what we do with rules around here, right? As you are no doubt sipping your last beach drink and turning the page to the final chapter of your summer read, we're here to review the fantastic authors we've interviewed over the past weeks and draw investing lessons from their combined wisdom. Companies Mentioned: TSLA, NFLX, NVDA, DIS Host: David Gardner Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Perhaps you've traveled from New York to San Francisco. Maybe you've even driven from coast to coast. But have you taken the Lincoln Highway? Today Amor Towles joins us to talk about the voices, the characters, and the adventures from his novel by that name. Also, we get a sneak peak at the soon-to-be-released TV series based on his previous book, A Gentleman in Moscow. Ewan McGregor, a cameo denied, and an exclusive easter egg, just for Fools! Host: David Gardner Guest: Amor Towles Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you remember when you were in school? Or maybe you have kids there now. That age-old question always comes up in math class: "What am I ever going to use this for?" Well, turns out the answer is "everyday life!" And as this week's author, Jordan Ellenberg, will show you, the power of mathematical thinking can lead you to smarter, happier, and richer outcomes. Host: David Gardner Guest: Jordan Ellenberg Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Maybe you built it from scratch. Maybe your grandparents built it. Maybe you inherited it from Logan Roy. In any case, there may come a time when you are ready to sell your business. But how? To whom? Is there an instruction manual? Turns out there is! Selling Without Selling Out is the book you're looking for, and author Sunny Vanderbeck is here to talk you through it. Authors in August continues with this conversation aimed at business owners, venture capitalists, and investors. Host: David Gardner Guest: Sunny Vanderbeck Producer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices