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Rule Breaker Investing

David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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Now displaying: 2023
Jul 5, 2023
11 Tales from fellow Fools about what you all have done in the past year to create financial freedom for yourself, and for others. Our five sub-themes of financial freedom this week are frugality, extra effort, starting the journey, Foolish moves, and educating others.
  • (00:03:54) Frugality
  • (00: 11: 14) Extra Effort
  • (00:14:19) Starting the Journey
  • (00:18:26 ) Foolish Moves
  • (00:30:06) Educating Others
Host: David Gardner
Producer: Heather Horton
Jun 28, 2023

After David recommended Royal Caribbean Cruises as a stock in 2007, he told members to sell it one year later. Should he have? What can we learn? Later, he’s joined by Emily Flippen to help investors get started investing, and then by Robert Brokamp as well to help investors get finished investing. That, and a preview of RBI’s Authors in August at the end!

  • (00:09:18) Selling Royal Caribbean Cruises….
  • (00:12:42) Sports History of the Southern Conference
  • (00:16:15) Power of Regular Investing
  • (00:23:11) “Make Your Portfolio Reflect” …Your Own Changing Views?
  • (00:34:49) Where New Investors Should Put Their Money
  • (00:45:50) Dividend Reinvestment Plan Management for The Retired

Host: David Gardner

Guests: Emily Flippen, Robert Brokamp

Producer: Heather Horton

Companies Discussed: PTON, RCL, META, GOOG, AMZN, DIS, MSFT, TSLA, NKE, SPDR 500, VOO, WFC

Jun 21, 2023

Sometimes you know the market cap, sometimes you're just guessing. And sometimes you're gaming the game! Just remember, "never get involved in a land war in Asia," and "never go in against a Sicilian when death is on the line!"

Companies Discussed: BABA, BOC, CAVA, CME, CMG, FCX, MKTX, SG, SGEN, STZ, TASK, TSLA, WMT

Host: David Gardner
Guests: Jim Mueller, Bill Mann
Producer: Rick Engdahl

Jun 14, 2023

Did you hear? We're back in a bull market! Not soon enough for these 5-stock samplers to recover, perhaps, but at least they're headed in the right direction. Today we're sending 5 Stocks for America off to Sad Foolhalla, but 5 Stocks, Pursued by a Bear has one more year to pull out a win. It's scorekeeping time, Fools!

  • (06:39) 5 Stocks, Pursued by a Bear with Asit Sharma
  • (37:02) 5 Stocks for America with Nick Sciple

Companies Discussed: PTON, TTD, AXON, U, Z, SAM, ETSY, SBUX, TTWO

Host: David Gardner
Guests: Asit Sharma, Nick Sciple
Producer: Rick Engdahl

Jun 7, 2023

The AIs are here, the AIs are here! Is it the end of the world? Nah. The end of the World Wide Web? Maybe... Today we discuss the opportunities, the ethics, and the inevitabilities of Artificial Intelligences (there are many) as they reach hockey-stick growth in our tech-driven society.

Companies Mentioned: UBER, GOOG, MSFT, AMZN

Host: David Gardner
Guest: Mahan Tavakoli
Producer: Rick Engdahl

May 31, 2023

What the heck is a Debt Ceiling anyway? Are we learning the wrong lessons from our government's fiscal policies? Maybe we should just focus on other stuff, like braving the stock market, simplifying life, and polishing up our digital brains. All that and a couple of Hills on this month's mailbag.

  • (00:08:53) Daring to Invest
  • (00:13:37) Cognitive Drag and your Digital Brain
  • (00:17:39) Investing Early and the Value of a College Degree
  • (00:31:24) Debt Ceiling and Leverage
  • (00:39:01) Government Debt vs. Personal Debt
  • (00:58:00) The First Hill: A Fond Farewell
  • (01:09:30) The Second Hill: A Long and Foolish Life

Host: David Gardner
Guests: Jeff Fischer, Tom King, Jason Moser, Chris Hill
Producer: Rick Engdahl

May 24, 2023

Once again it's an old format, a new show, borrowed wisdom and a taste of the Faker-Breaker Blues. Drop a six-pence in your shoe and let's get Motley!

  • (04:13) Aim for 60% accuracy
  • (12:19) Managing the second-order effects of your business
  • (25:18) Building a second brain
  • (33:33) Spotting the Faker-Breaker

Companies Mentioned: APRN, KR, HELFY

Host: David Gardner
Producer: Rick Engdahl

May 17, 2023

We don't take breaks with this podcast, so there have been a lot of lessons over the years. That's why, for David's birthday, we ask you to help us distill it all down to the most salient points — the lessons that matter most to you!

  • (10:42) Investing Lessons
  • (26:08) Business Lessons
  • (32:55) Life Lessons

Companies Mentioned: CMG, AMZN, MNST

Host: David Gardner
Producer: Rick Engdahl

May 10, 2023

If you want to earn your jester cap, you'll need to speak the language of Foolish investing. Today we're joined by a ship of top-notch Fools to review some simple and not-so-simple terms that will make you a smarter investor!

  • (9:27) Bill Barker on share buybacks
  • (17:29) Jason Moser on the debt ceiling
  • (24:42) Tom King on leverage
  • (31:12) Bill Barker on capital allocation
  • (38:35) Jason Moser on dollar-based net retention
  • (45:27) Tom King on return on incremental invested capital

Companies Mentioned: BRK.A, BRK.B, BBBY, GOOG, AAPL, SVB, CMG, FTNT, CRWD

Host: David Gardner
Guests: Bill Barker, Jason Moser, Tom King
Producer: Rick Engdahl

May 3, 2023

Not all advice is excellent, and not all futurists are right. But Kevin Kelly, Founder and Senior Maverick of Wired Magazine, is the exception on both fronts. Today he returns to Rule Breaker Investing to share his optimistic take on the generous nature of the universe and our place in it.

  • (00:11:57) The Magic of Compounding
  • (00:17:50) Why the Size of your Balcony Matters
  • (00:20:45) Choosing Optimism
  • (00:29:40) Ending Meetings Early
  • (00:31:35) Saints and Superheroes
  • (00:40:35) Underestimating Long Term Possibilities
  • (00:45:18) Choose Options that Open Up More Options
  • (01:00:37) The Cheapest Possible Therapy
  • (01:06:38) Inevitable Updates

Companies Mentioned: AMZN, IRBT, ATVI, GOOG, BRK

Host: David Gardner
Guest: Kevin Kelly
Producer: Rick Engdahl

Apr 26, 2023

Whether you're entering Autumn in the Southern Hemisphere or toasting the Spring in the Northern, it's campfire season. So sit back, warm your hands, and enjoy some stories and lessons from the April mailbag!

  • (00:07:09) Bear Market Heroes
  • (00:16:30) Fitness Rule Breakers
  • (00:37:37) Bringing Up Babies
  • (00:48:54) Is a College Degree Worth It?
  • (01:09:29) Financial Independence for Generations

Companies Discussed: XPOF, PLNT, LULU

Host: David Gardner
Guests: Sanmeet Deo, Jeff Fischer, Kirsten Guerra
Producer: Rick Engdahl

Apr 19, 2023

The most memorable stories are often the ones filled with... surprises! Today we begin a new storytelling series, bringing lessons on business, investing, and life. Expect the unexpected....

  • (2:51) Hail to Dorothy — the Wicked Witch is Dead! 
  • (8:58) Priceline and Me
  • (16:11) How Do We Play?
  • (21:51) Heather O'Reilly
  • (29:34) Fill Your Own Piñata

Companies Discussed: BKNG

Host: David Gardner
Producer: Rick Engdahl

Apr 12, 2023

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.”
― Charles Dickens, A Tale of Two Cities

...And as it turns out, also a tale of 5 Stocks for the Coronavirus as we send the sampler off to Sad Foolhalla. Luckily we also get to review 5 Stocks To Teach You Rule Breakers.

  • (6:21) 5 Stocks To Teach You Rule Breakers with Jason Moser
  • (37:59) 5 Stocks for the Coronavirus with Jim Mueller

Companies Discussed: ATVI, AVAV, ABNB, AAPL, AXON, SONY, MSFT, PTON, ROKU, SE, TDOC, ZM

Host: David Gardner
Guests: Jason Moser, Jim Mueller
Producer: Rick Engdahl

Apr 5, 2023

A world traveler sleeping on the sidewalk to save a buck... A geologist working the oil fields on a 12-hour night shift... It doesn't take a fancy degree to become a Rule Breaker. It takes a student of life, of business, and of investing. Today Jeff Fischer and Kirsten Guerra share their stories of how they've become investors, analysts, and Fools.

  • (3:57) Jeff Fischer: Sometimes the stock graph of life goes up and down at the same time.
  • (53:01) Kirsten Guerra: Burnt out by the oil industry, but ever curious to find new data to analyze.

Host: David Gardner
GuestsL Jeff Fischer, Kirsten Guerra
Producer: Rick Engdahl

Mar 29, 2023

The end of the month is here again, so we're tossing you the keys and letting you drive. Sure enough, you're taking us somewhere smarter, happier, and richer!

  • (7:46) Is Gamifying Life Bad?
  • (10:42) Pushing the Limits of the GKC Score
  • (21:18) Diversification vs. Stock Concentration
  • (31:13) Education and Questioning
  • (44:06) Transparency and Scorekeeping
  • (52:54) A Blind Spot for GAAP?
  • (1:11:01) Bring Rule Breakers Together

Stocks Mentioned: AMZN, NFLX, SBUX, ATVI, NET

Host: David Gardner
Guests: David Kretzmann, Andy Cross, Tim Beyers
Producer: Rick Engdahl

Mar 22, 2023

We're talking market caps, Fool! And unlike Andy Cross and Jim Mueller, our game show contestants here in the studio, you get to play at home and out of the spotlight! But no one is off the hook as we put price tags on companies we love, companies our spouses hate, and companies we have never even heard of.

Companies Discussed: PANW, ABNB, ASML, CELH, PCOR, KYMR, MELI, ETSY, BOC, MA

Host: David Gardner
Guests: Andy Cross, Jim Mueller
Producer: Rick Engdahl

Mar 15, 2023

In 2019 Warren Berger joined us for an episode of Authors in August to discuss his groundbreaking book, "A More Beautiful Question." Today he's back for a more open-ended conversation about the whys, what-ifs, and hows of asking questions — in business, in education, and in life.

Companies Mentioned: NFLX, ABNB, SPOT, UBER

Host: David Gardner
Guest: Warren Berger
Producer: Rick Engdahl

Mar 8, 2023

Were you here before podcasts? Remember the NPR show? AM radio anyone? Today Mac Greer is back with the keys to our deep vault of audio gold. Tom Gardner joins David to revisit and discuss the conversations, predictions, and lessons from 20 years ago.

  • (7:08) Jim Sinegal on competition and growth
  • (13:09) Meg Whitman on eBay's acquisition of PayPal
  • (18:00) John Antioco on Blockbuster's bright future
  • (22:53) Roger Ebert on Blockbuster's imminent demise
  • (25:23) Loretta Lynn on Growing Up Poor
  • (30:45) Sir Bob Geldof on the futility of bribery
  • (35:07) Mike Veeck on creative marketing

Companies Discussed: COST, WMT, EBAY, PYPL, NFLX

Host: David Gardner
Guests: Tom Gardner, Mac Greer
Voices from the Vault: Jim Sinegal, Meg Whitman, John Antioco, Roger Ebert, Loretta Lynn, Sir Bob Geldof, Mike Veeck
Producers: Mac Greer & Rick Engdahl

Mar 1, 2023

We stand on the shoulders of giants, and one of the best ways to enjoy the view is to look back to the brilliant things they've said and contemplate how to apply those thoughts to our current situation. Whether from essays or military strategies or blockbuster movies, great quotes are there to help us become smarter, happier, and richer.

  • (4:25 ) "If you want to succeed you should strike out on new paths rather than travel the worn paths of accepted success."
  • (12:08) "Plans are worthless, but planning is everything."
  • (17:25) "Leadership is not about invoking rank; leadership is about seeing clearly what must be done, taking action, and inspiring others to join you in throwing their energies’ full force into the task. "
  • (21:39) "At the end of the day, it's really about results."
  • (29:59) "Win the crowd and you will win our freedom." 

Host: David Gardner
Producer: Rick Engdahl

Feb 22, 2023

This month we spent some time looking back to the past in order to have a better view of the future. But our mailbag brings it all to the here and now! 

  • (6:50) Trust is the Coin of the Realm
  • (11:49) A Dismal Performance
  • (18:42) The Trouble with Hindsight
  • (34:01) Navigating the GKC
  • (49:23) Dialing in your Sleep Number

Companies Discussed: AMZN,  FVRR, LMND, CRWD, TCEHY, TDOC, FSLY, AMD, NVDA, TTD

Host: David Gardner
Guests: Jim Mueller, David Kretzmann
Producer: Rick Engdahl

Feb 18, 2023

C. Thi Nguyen is back with David to discuss some of their all time favorite board and role playing games, along with some thoughts about ranking systems, scoring mechanics, and online recipes.

Host: David Gardner
Guest: C. Thi Nguyen
Producer: Rick Engdahl

Feb 15, 2023

Games can be good or bad. Or evil. Or stupid. But what happens when we apply the artificial constraints of game design to real world discourse? Philosophy professor C. Thi Nguyen is here to deepen our understanding of games and raise a few flags about the gamification of everyday life.

  • (6:21) Definition of a game
  • (23:42) Games as art in the medium of agency
  • (37:04) Should games be fun?
  • (47:37) Gaming in the real world, from Twitter to GPAs
  • (1:05:12) The game of investing
  • (1:18:45) Buy Sell or Hold

Host: David Gardner
Guest: C. Thi Nguyen
Produceer: Rick Engdahl

Feb 8, 2023

On this podcast we never repeat ourselves. On this podcast we never repeat... Oh alright, we sometimes repeat ourselves. But only to bring back important stories and lessons from the past that might otherwise be forgotten.

  • (4:55) Establish your Sleep Number
  • (12:48) Fools on The View
  • (20:55) Buy High and Never Sell
  • (25:43) Of Killers and Kings
  • (30:20) Act Upon your Youthful Dreams

Companies discussed: SBUX, NVDA, NFLX

Host: David Gardner
Producer: Rick Engdahl

Feb 1, 2023

Seems like only yesterday we were traveling back in time. Wait a minute... maybe it was yesterday. Maybe it is yesterday! In any case, we're back in our time machines again, so rev up the Delorean, close the phone booth, and adjust your sonic screwdriver — we're looking back on some essays from yesteryear and seeing what they can teach us today.

  • (4:42) A 14-Bagger's 14 Lessons
  • (13:48) Two Small Innovations
  • (20:27) Miss Chipotle Regrets?
  • (33:23) The Beating Heart of Rule Breakers

Companies Discussed: DIS, ADBE, CMG, TSLA, SSYS, PRLB

Host: David Gardner
Producer: Rick Engdahl 

Jan 25, 2023

The market is up in 2023! Of course less than a month in, that's not very meaningful. But still, we can embrace some optimism for the year. More importantly, we can remember that what really matters are the decades ahead.

  • (8:55) Spelling out some gift ideas
  • (15:05) Pros and cons of smart hydration
  • (20:27) Dollar-cost averaging in a bear market
  • (34:34) XPEL experience
  • (46:10) Stock graphs: YTD vs All view
  • (50:48) Poem: Make it Last
  • (55:23) 5 Stocks that Spark Joy sailing to Foolhalla

Stocks Mentioned: AMZN, AAPL DIS, ETSY, XPEL, TSLA

Host: David Gardner
Guest: Auri Hughes
Producer: Rick Engdahl

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