October 2025 Mailbag: Add Up, Don’t Double Down

From Diwali’s lights in India to a “spiffy-drop” on Netflix, this Mailbag travels widely and thinks deeply. A listener celebrates the Rule Breaker habit of lighting candles, not fanning flames, while others ask how to “Add Up, Don’t Double Down” in practice, what makes a business cyclical, and how to think about price momentum. Plus, a 67-year-old Fool goes all-in, a Boilermaker misses Investor Island, and a Brit reminds us that some “periods of time” are best left to translation.

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Companies mentioned: AMZN, CRWD, MELI, META, NFLX, NVDA, RKLB, SHOP, TOST

Host: David Gardner

Producer: Dan Boyd

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