The Business Brew David Gardner - Mastering the Art of Long Term Investing
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Sep 16, 2025 
David Gardner, co-founder of The Motley Fool and author of 'Rule Breaker Investing', shares insights on long-term investing. He emphasizes the importance of patience and a long-term mindset, especially during market volatility. Gardner discusses strategic concentration in strong investments and the significance of understanding a company's brand and leadership. He also highlights the role of AI in enhancing investment strategies, urging investors to align their portfolios with personal values while focusing on sustainable growth opportunities.
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Start Small: Max 5% Initial Allocation
- Enter new stock positions conservatively, typically with a maximum initial allocation of 5% of your portfolio.
- If a position works, a small initial stake is enough; if it fails, the loss is limited.
Allow Winners To Earn Bigger Allocations
- Let winners become larger in your portfolio rather than forcing rebalance at arbitrary thresholds.
- Use conservative initial sizing, then add to winners as they prove themselves.
Ling’s Money: Starbucks TV Story
- Gardner recounts appearing on The View in July 1998 to pick Starbucks and returning six weeks later as the stock had fallen sharply.
- Despite that short-term drop, Starbucks returned ~34x over the following decades, illustrating long-term holding.
