Rule Breaker Investing 9 Foolish Truths I Hold to Be Self-Evident: 2025
Oct 8, 2025
In a captivating tradition, the host revisits nine foundational truths for investing. Discover how conscious capitalism shapes our market and the importance of optionality in adaptable businesses. Explore market cycles, including inevitable volatility, and the contrast between short-term paddling and long-term sailboat investing. Embrace the contrarian mindset of breaking conventional wisdom, and learn about the six traits of exceptional stocks. Celebrate victories with the concept of 'spiffy pop,' where gains outshine initial investments.
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We Live In A Protopia
- Kevin Kelly's
Value Optionality Matters
- Look for companies with multiple possible futures because optionality gives resilience in changing environments.
- Alphabet exemplifies optionality with search, YouTube, DeepMind, Android, Waymo and other bets.
Expect Drops But Favor Uptrend
- Historically, markets rise two out of every three years and fall one out of three years on average.
- Predicting short-term direction is essentially a coin flip, so assume the market heads up long-term.
