Rule Breaker Investing

By the pricking of my thumbs, something SPOOKY this way comes. That icy chill in the air tells us that it’s that season again. It’s that time of year when Robert Brokamp brings his ghoulishly chilling tales of frightful scams, legal guillotines, and savings depleting poltergeists. But, along with every tale of fright, comes a lesson and a warning, to help you beware these dark and malevolent pitfalls. Let the tales begin! (5:35) -  The Chimera of Omaha(12:15) - The Vanguard Vanishing(16:55) - Helter Shelter(23:35) - Invasion of the Crypto Snatchers!(31:00) - I Know What You Signed Last Century(39:22) - The Nightmare on Margaritaville Street Sign up for The Motley Fool’s Breakfast News here: ⁠⁠www.fool.com/breakfastnews⁠⁠ Order David’s Rule Breaker Investing book here: ⁠⁠https://www.amazon.com/gp/product/1804091219/⁠ Host: David GardnerGuest: Robert BrokampProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Every stock tells a story. This week we gather around the campfire for five fresh tales—from silicon driving the AI era to supply-chain software that keeps retail humming, from a Latin American marketplace that became a fintech/logistics flywheel to a spicy franchiser scaling flavor by the bucket… and a legendary spiffy-pop that still makes us smile. Expect lessons in patience, optionality, moats—and why a single day can sometimes pay back an entire cost basis. Companies Discussed: AMD, AQNT, MANH, MELI, WING, Sign up for The Motley Fool’s Breakfast News here:⁠⁠www.fool.com/breakfastnews⁠⁠ Order David’s Rule Breaker Investing book here:⁠⁠ https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: David Gardner Guests: Sanmeet Deo, Asit Sharma, David Meier, Andy Cross Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

David revisits five impactful life lessons, emphasizing kindness and personal growth. He explores the idea of being a 'For' person, encouraging collaboration and trust. The importance of diverse friendships is highlighted, along with taking responsibility for one's actions. David urges listeners to judge themselves by results and others by their intentions. Lastly, he introduces 'proactive grace,' advocating for unconditional kindness. This warm yet insightful discussion aims to inspire character-driven living and investing.

A fascinating mailbag session brimming with gratitude for David's new book! One listener is investing $100 for each of his daughters' birthdays, setting them up for a bright financial future. Insights on adding to winning stocks instead of doubling down on losers offer valuable advice. David reminisces about his Strat-o-matic baseball days and emphasizes the math behind sports betting. Heartfelt exchanges about selling Netflix to fund home purchases add personal flair, encouraging listeners to think critically about their investments.

Join Andy Cross, Chief Investing Officer at The Motley Fool, and Yasser El-Shimy, investment analyst, as they dive into a lively Market Cap Game Show. The duo tackles market caps across a mix of companies—from Texas Roadhouse's sizzling steakhouse success to Alphabet's impressive growth milestone. They also explore exciting sectors like automotive tech with NXP and international travel with Marriott, all while engaging in fun banter. Can you keep up with their market insights and clever guesses?

Dive into an intriguing lesson on the power of perspective in investing. A CNBC co-host is shocked by continued enthusiasm for cloud stocks despite recent downturns. The discussion emphasizes the importance of a long-term approach and emotional resilience in the market. David encourages listeners to think beyond yesterday's performance and invest with a mindset geared towards lasting success. It's a quick yet impactful reminder to maintain a smarter and richer outlook.

All year long we’ve opened each episode with a “Page Breaker Preview” sneak peek from David’s forthcoming book. Today, we’ve stitched those 35 snippets into a single, chronological highlight reel—a mini-audiobook that traces the arc of Rule Breaker Investing: from first principles and habits, through stock-picking traits and portfolio rules, to the capstone ideas that tie it all together. With light context, lots of personality, and a lively tempo, this week’s one-of-a-kind episode plays like a curated mixtape of the book’s big ideas. It’s out next week! Pre-order Rule Breaker Investing: https://www.amazon.com/gp/product/1804091219/ Reactions or favorite excerpts? Write us: rbi@fool.com Host: David Gardner Producer: Dan Boyd Companies mentioned: ADBE, AMZN, AXON, CMG, CRM, ISRG, META, NFLX, NVDA, SBUX, SHOP, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

For summer’s final Mailbag, a listener shares how he dropped sports betting and picked up investing, while another wants to know how to allocate portfolios as a Rule Breaker. David brings back Motley Fool Chief Investment Officer, Andy Cross, to discuss tools for tracking your portfolio against the S&P 500, thinking briefly about dividend allocation, then answering the question, “If you were investing your first $1,000 today, what would your approach be?” Those gems, along with Author in August Sam Horn—like a river—running through it! Sign up for The Motley Fool’s Breakfast News here:www.fool.com/breakfastnews Pre-order David’s upcoming Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David GardnerGuest: Andy CrossProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices