Rule Breaker Investing

Can investing really be as simple as buying what you know and love? The discussion dives into effective selling strategies, particularly the emotional aspects that come with parting from familiar stocks. Listeners learn about the importance of investment journals and how they can help track decisions and emotions. Personal stories reveal the ups and downs of sticking with quality stocks during market volatility. Plus, there's excitement around an upcoming book and the community's engagement in the world of investing.

Discover the joy in everyday moments, from achieving inbox zero to the thrill of a fresh car wash. Explore eight unique pet perks that impact investing and professional life, emphasizing risk-taking for growth and resilience in the face of market sentiment. Embrace the concept of a 'joy paycheck' in the workplace, highlighting how fulfillment enhances engagement. This vibrant discussion celebrates the small joys that illuminate our daily lives and fuel our entrepreneurial spirit!

Joining the discussion are Andy Cross, Chief Investment Officer at The Motley Fool; Kirsten Guerra, Analyst known for her successful investment in Axon Enterprise; and Jason Moser, Analyst with insights into animal health stocks. They delve into powerful stock narratives, including Copart's innovative auction model and Axon’s mission-driven growth. The conversation also touches on Crocs’ transformation from ridicule to respect and historical insights on Apple's long-term success. Themes of patience, resilience, and aligning investments with personal values shine through.

Explore the timeless lesson of building bridges to combat loneliness, emphasizing the importance of connection. Discover five groundbreaking innovations, from AI-driven drug discovery to brain-computer interfaces, that promise to reshape our future. Delve into social capital and its role in fostering community strength, highlighting trust and collective action. Gain insights from a renowned board game designer, reflecting on the hidden power of habits and how they shape our daily lives. This engaging discussion inspires fresh perspectives on relationships and progress.

Teaching kids about investing can be fun and impactful! A creative dad turns investing into a game, helping his children learn invaluable lessons about money and patience. The discussion dives into how to engage young minds with gamification and the importance of early financial literacy. It also highlights 'rule breaker' stocks that may seem dull but have quietly made fortunes. With a focus on persistence, the conversation inspires listeners to embrace optimism and think long-term in their investment strategies.

Morgan Housel, a partner at Collaborative Fund and author of 'The Psychology of Money', teams up with Randi Zuckerberg, entrepreneur and media personality. They share compelling stories about investing insights, the unpredictable nature of life's journeys, and the importance of storytelling in education. Laughter abounds as they recount humorous pranks and unexpected career twists. The duo also dives into psychological resilience in investing, emphasizing how mental strength often trumps technical skills for lasting success.

Jamey Stegmaier, game designer and publisher at Stonemaier Games, shares his journey in creating beloved board games like Wingspan. He highlights the importance of community engagement and transparency in building a successful gaming company. Jamey discusses innovative strategies for launching new games, the role of AI in playtesting, and the potential for adapting board games into films. The conversation also dives into the impact of pets on creativity and the fascinating concept of legacy games, showing how fun can be a serious business edge.

Explore five impactful quotes that inspire authentic self-expression and continuous reinvention. Discover how viewing people as sources of creativity can transform business growth. Dive into the significance of visionary leadership amid rapid technological changes. Learn about the importance of owning your choices in both life and investing. This enriching conversation encourages listeners to challenge themselves, think deeply, and craft a compelling personal narrative.

David Gardner kicks off 2025 by reflecting on timeless investing lessons from past classics. He reveals the surprising advantage of never selling and the folly of waiting for dips. The significance of corporate culture is highlighted through insights from leaders like Warren Buffett and Danny Meyer. Listeners are encouraged to categorize their work experiences and embrace personal branding. This engaging journey through investment principles promises to inspire both new and seasoned investors as they step into the new year.

This year's Mailbag is filled with inspiring investment stories, highlighting a 73-year-old teacher who found a passion for investing. Listeners discuss tricky topics like rebalancing strategies and the pros and cons of holding onto winners like Tesla. David emphasizes lifelong learning with a multigenerational lesson, reminding us that it's never too late to make smarter financial choices. The conversation wraps up on the importance of sharing knowledge and the joy of community as we head into a new year.