Rule Breaker Investing

Latest Episodes:

Unleashing AI's Power for Good with Mahan Tavakoli Jun 07, 2023

Show notes

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

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May 2023 Mailbag: 100...And Two Hills May 31, 2023

Show notes

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

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Old, New, Borrowed & Blue, Vol. 7 May 24, 2023

Show notes

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

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What You Have Learned from David Gardner, Vol. 4 May 17, 2023

Show notes

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

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Gotta Know The Lingo, Vol. 4 May 10, 2023

Show notes

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

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Excellent Advice for Living with Kevin Kelly May 03, 2023

Show notes

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

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April 2023 Mailbag: The Kids Are Alright Apr 26, 2023

Show notes

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

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Surprise! Vol. 1: Smoke & Mirrors Apr 19, 2023

Show notes

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

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Reviewapalooza!: First to Worst Apr 12, 2023

Show notes

“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

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Telling Their Stories, Vol. 5: Finding Your Tribe Apr 05, 2023

Show notes

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

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