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Rule Breaker Investing

Latest episodes

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Nov 1, 2023 • 1h 6min

Wingspan: Designing a Blockbuster Game with Elizabeth Hargrave

Even if you don't play games, you know what they're about, right? Wars, power, control, money... dudes on a map trying to take over the world! But what if a game was about birds? Butterflies? Mushrooms? Today we talk with Elizabeth Hargrave, one of today's most successful game designers, responsible for the instant-classic, Wingspan. Bringing a feminine aesthetic, along with a formidable business acumen, she is advancing the game industry into the modern era. Host: David Gardner Guest: Elizabeth Hargrave Producer: Rick Engdahl
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Oct 25, 2023 • 36min

October 2023 Mailbag: The Only Four Answers

It's time for our monthly mailbag! From the U.S. to Germany and back again this month we’re talking investing, business and life. We look at how the Good Guys not only outnumber the bad in the world but also economically outperform the bad actors. We discuss the importance of Owning our Outcomes and the only 4 acceptable answers for West Point first years. (3:00) Hot Takes From X (Formerly Twitter) (4:50) Mailbag Item 1: Good Guys Economic Outperformance (12:16) Mailbag Item 2: September Mailbag Response (14:36) Mailbag Item 3: Importance of Owning Our Outcomes (20:13) Mailbag Item 4: Index Funds and Money Markets (25:56) Mailbag Item 5: German Punctuality and A Financial Horror Story Companies Mentioned: AAPL, GABXX Host: David Gardner Producer: Heather Horton & Dez Jones
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Oct 18, 2023 • 55min

Financial Horror Stories Vol. 2, Scary Scams

The spooky season is upon us, and it doesn't stop with the ghosts and ghouls at your doorstep! The world is full of scary stories, but if you take heed of Robert Brokamp's warnings, you just might survive the financial apocalypse. (07:13) Switcheroo with the Vampire (13:41) The Trade is Coming from within the House (17:51) Dial "M" for my Money is All Gone (25:09) The Ex-IRS-ist (33:09) Invasion of the Money-Snatchers (40:34) The Queen of Soul Speaks from the Grave...and the Couch (48:02) 3 Scary Stats Host: David Gardner Guest: Robert Brokamp Producer: Rick Engdahl
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Oct 11, 2023 • 43min

9 Foolish Truths That I Hold to Be Self-Evident: 2023

Exploring eternal truths in investing and business. Reflections on advancements in technology, poverty reduction, and conscious capitalism. Emphasizing the importance of optionality in business and investing with examples from Alphabet. Evaluating companies on values and sticking with great ones. Rulebreaker investing and defying conventional wisdom, with six traits to look for when picking stocks.
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Oct 4, 2023 • 1h 22min

The Value of Character with Ed Brooks

Does character always win? In business, investing, and life? What is character anyway? Can we measure it? Manage it? Improve it? These are just a few questions that we address with Dr. Edward Brooks, Executive Director of the Oxford Character Project, as we dive into the long-term benefits of being virtuous.  Host: David Gardner Guest: Ed Brooks Producer: Rick Engdahl
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Sep 28, 2023 • 53min

September 2023 Mailbag: Indistinguishable from Magic

Whether your weather is meteorological or astronomical, we're officially in the season of Autumn. In this September mailbag, we're looking at authors, numbers, percentages, baseball, and so much more! Plus, we review and draw to a close yet another 5-stock sampler, these ones indistinguishable from magic. Foolhalla awaits! (4:00) Social Media Hot Takes (8:23) Mailbag Items (39:50) Review of 5 Stocks Indistinguishable from Magic: off to Foolhalla! Companies Discussed: AAPL, PEGA, NVDA, ASML, RGEN, SEDGHost: David Gardner Producer: Rick Engdahl
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Sep 20, 2023 • 1h 12min

Market Cap Game Show: Silver Jubilee

Lots of stock talk today as we play the game that educates, amuses, and enriches us all. And, it's the 25th edition of the show, so we've brought back two returning champions to play against each other and against you, Fool! In the end we're all winners on the Market Cap Game Show. Companiers Discussed: MAR, ATVI, ASR, TSCO, FDX, COIN, NFLX, SMAR, PATH, FUN, MRNA Host: David Gardner Guests: Bill Mann, Emily Flippen Producer: Rick Engdahl
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Sep 13, 2023 • 57min

Happierness with Arthur Brooks

The Motley Fool is here to make you smarter, happier, and richer. Today we're all about the happy! But what does that mean? Is it achievable? Does money help? Author and columnist for The Atlantic, Arthur Brooks, has a new book out, co-written with Oprah Winfrey that puts a scientist's lens on the subject of happiness. Are you ready to Build the Life You Want? No time like the present! Host: David Gardner Guest: Arthur Brooks Producer: Rick Engdahl
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Sep 6, 2023 • 1h 4min

Stock Stories, Vol. 8: The Dividends of Patience

Pull out your camp-stool, listen to the sounds of nature, and pack a few Barbies for the kids. It's storytime! Stock stories, that is. (05:18) Dripping My Way to a 34-Bagger with Robert Brokamp (14:42) Undeserved Good Fortune with Bill Barker (25:34) My Biggest Mistake was my Biggest Lesson with Kirsten Guerra (35:14) The Dangers of Early Success with Mac Greer (46:40) 90% of the Flavor and 10% of the Cost with Jason Moser  Companies Discussed: HD, XPO, SLB, AAPL, MKC Host: David Gardner Guests: Robert Brokamp, Bill Barker, Kirsten Guerra, Mac Greer, Jason Moser Producer: Rick Engdahl
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Aug 30, 2023 • 31min

August 2023 Mailbag: Investing Lessons from August Authors

It's time for our monthly mailbag! That's where we answer all the emails that come from you. That's the rule. But... you know what we do with rules around here, right? As you are no doubt sipping your last beach drink and turning the page to the final chapter of your summer read, we're here to review the fantastic authors we've interviewed over the past weeks and draw investing lessons from their combined wisdom. Companies Mentioned: TSLA, NFLX, NVDA, DIS Host: David Gardner Producer: Rick Engdahl

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