On the road and looking at a light mailbag, David writes his own beautiful question this month, using it as an opportunity to highlight five favorite moments from the Rule Breaker Investing podcast in 2024.

Companies Discussed: AAPL, AMZN, GOOG, META, MSFT, NVDA, TSLA

Host: David Gardner

Producer: Desirée Jones

Welcome back to our quarterly Market Cap Game Show! This week, two past champions, Matt Argersinger and Yasser El-Shimy, face off in a battle of wits and estimates, each vying for the coveted seat in our 2025 “March Market Cap Madness” World Championships. With 10 stocks on the line and two throwdown rounds, who will come out on top? And how will you fare against our contestants? Whether it’s semiconductors, space exploration, or the future of sound systems, we’ve got an exciting lineup of companies for you to test your market cap knowledge. Can you outscore both guests?!

Companies Discussed:

NBIX, RKLB, AMD, SHOP, SYNA, MSFT, LOW, SONO, HEI, KFRC

Host: David Gardner

Guests: Matt Argersinger, Yasser El-Shimy

Producer: Desirée Jones

Investing rewards those who play the long game. While short-term trading can capture gains, true wealth comes from thinking in years, even decades. This applies not just to investing, but also in business, leadership, and life. This week, David interviews Rand Stagen, Managing Director of Stagen Leadership Academy, and one of David’s favorite people in business. Rand shares his wisdom on the long-term development of leaders and organizations, why conscious leadership is crucial for businesses today, and the lessons we can all learn from playing the long game in every aspect of life. Along the way, they’ll explore the balance of business, family, and legacy, and even tackle some Buy, Sell, or Hold predictions for the future of leadership.

Host: David Gardner

Producer: Desirée Jones

In this sixth installment of Essays from Yesterday, David takes us on a journey back through time to revisit some of his earliest (and sometimes prophetic) investment writings from his days as a Motley Fool newsletter contributor. From reflections on the volatility of 2007-8, to introducing new terms like “Big Dumb Money,” and thoughts on building mental frameworks for investing, David reacts to his past essays with fresh insights for today’s markets. Join us as we explore the lessons learned from history and how they continue to guide our investing journeys today.

3:56 - #1 January is the Best Month

12:14 - #2 Big Dumb Money

21:34 - #3 Frameworks for Investors

31:46 - #4 Fool’s Eye on Investing

Companies Discussed: CHKP, CSCO, FTNT

Host: David Gardner
Producer: Desirée Jones