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April 2023 Mailbag: The Kids Are Alright

Rule Breaker Investing

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The Six Traits of Rule Breakers

Sanmeet: I thought it'd be fun to take this stock through the six traits of rule breaker stocks and in fact, Brandon does that in his notes. He opens up his note by saying it's been too long since I last wrote Brandon you wrote. And so I mean, in this note, he says, we nearly bought a yoga studio in February 2020 and that experience led me to really admire and understand the industry. Sanmeet: It's funny because exponential fitness was one of the brands on club Pilates but when they decided to go public, my eyes shot up and said, hey, let's look into this.

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