Rule Breaker Investing 10 Years Later: 5 Stocks for the Next 5 Years
13 snips
Sep 3, 2025 Rick Munarriz, a veteran analyst at The Motley Fool and part of Miami's oldest improv comedy theater, joins to unpack the performance of a five-stock sampler from a decade ago. They delve into how pandemic shifts boosted local dining and e-commerce, spotlighting Mercado Libre's remarkable growth in Latin America. Activision Blizzard's dominance in gaming and the transformation of FireEye into a profit-driving entity also take center stage. The conversation wraps up by emphasizing essential investment lessons from successes and struggles in the ever-changing market.
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Acquisitions Built Activision's Moat
- Activision grew by acquiring studios and franchises to build a diversified gaming catalog.
- That acquisition strategy attracted Microsoft and produced large shareholder value.
The Microsoft Buyout Story
- David recounts Activision's rise and Microsoft’s $95-per-share buyout in 2023.
- He reflects that sellers received cash and the standalone story ended.
Casey’s Pivot From Gas To Pizza
- Casey's transformed from fuel-first to food-and-repeat business, boosting inside-store gross profit.
- Store expansion, acquisitions, and digital upgrades drove long-term compounding returns.
