Rule Breaker Investing

Latest Episodes:

March 2023 Mailbag: Mind the GAAP Mar 29, 2023

Show notes

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

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The Market Cap Game Show: Dodging The Dark Arts Mar 22, 2023

Show notes

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

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The Science of Questionology: 2023 Revisit with Warren Berger Mar 15, 2023

Show notes

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

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Blast From The Radio Past, Vol. 4: 20 Years Ago with Tom Gardner & Mac Greer Mar 08, 2023

Show notes

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

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Great Quotes Vol. 16: Entrepreneurial Insights Mar 01, 2023

Show notes

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

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February 2023 Mailbag: What's Past is Prologue Feb 22, 2023

Show notes

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

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Extra: Mt. Rushmore of Games with C. Thi Nguyen Feb 18, 2023

Show notes

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

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From Twister to Twitter—Games and Gamification with C. Thi Nguyen Feb 15, 2023

Show notes

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

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Blast From The Past, Vol. 7 Feb 08, 2023

Show notes

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

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Essays From Yesterday, Vol. 4 Feb 01, 2023

Show notes

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

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