#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:
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(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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