Rule Breaker Investing

Anders Bylund, a veteran Motley Fool contributor, joins David to revisit five lesser-known stocks from a decade ago. They discuss Middleby's rise through acquisitions and its recent stagnation. MicroStrategy’s dramatic pivot to Bitcoin and its massive returns is also highlighted. The conversation dives into NuVasive's cutting-edge spine innovation and its acquisition by Globus, along with Trex's ups and downs in the composite decking market. Through this retrospective, they highlight which stocks truly broke the rules and reaped rewards.

In this insightful discussion, the power of a compelling vision for entrepreneurs is explored. Listeners learn how genuine help can foster lasting customer loyalty over mere transactions. The tension between sales and development is addressed, with a call for empathy to bridge gaps. Thought-provoking advice encourages choosing paths that create better stories and minimize regrets. Fascinating passages highlight Alexander Graham Bell's contributions and connections, underscoring a life dedicated to helping others.

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. 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/ Companies mentioned: AMZN, CRWD, MELI, META, NFLX, NVDA, RKLB, SHOP, TOST Host: David Gardner Producer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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.