Rule Breaker Investing

Latest Episodes:

Great Quotes, Vol. 21: The Primary Pull is the Vision Nov 05, 2025

Show notes

In this 21st installment of one of our longest-running series, David shares five insightful quotes—really more like passages this time—particularly aimed at business and entrepreneurs. Whether it’s making your vision manifest, providing genuine help for free, or choosing the better story when faced with a decision, this episode offers food for thought on visualizing your goals, deepening your customer relationships, and leading a more interesting life.

Order David’s Rule Breaker Investing book here:⁠⁠⁠ https://www.amazon.com/gp/product/1804091219/⁠⁠⁠

Host: David Gardner

Producer: Bart Shannon

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October 2025 Mailbag: Add Up, Don’t Double Down Oct 29, 2025

Show notes

From Diwali’s lights in India to a “spiffy-drop” on Netflix, this Mailbag travels widely and thinks deeply. A listener celebrates the Rule Breaker habit of lighting candles, not fanning flames, while others ask how to “Add Up, Don’t Double Down” in practice, what makes a business cyclical, and how to think about price momentum. Plus, a 67-year-old Fool goes all-in, a Boilermaker misses Investor Island, and a Brit reminds us that some “periods of time” are best left to translation.

Order David’s Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/

Companies mentioned: AMZN, CRWD, MELI, META, NFLX, NVDA, RKLB, SHOP, TOST

Host: David Gardner

Producer: Dan Boyd

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Financial Horror Stories Vol. 4, Grave Financial Robbing Oct 22, 2025

Show notes

By the pricking of my thumbs, something SPOOKY this way comes. That icy chill in the air tells us that it’s that season again. It’s that time of year when Robert Brokamp brings his ghoulishly chilling tales of frightful scams, legal guillotines, and savings depleting poltergeists. But, along with every tale of fright, comes a lesson and a warning, to help you beware these dark and malevolent pitfalls. Let the tales begin!

(5:35) - The Chimera of Omaha
(12:15) - The Vanguard Vanishing
(16:55) - Helter Shelter
(23:35) - Invasion of the Crypto Snatchers!
(31:00) - I Know What You Signed Last Century
(39:22) - The Nightmare on Margaritaville Street

Order David’s Rule Breaker Investing book here: ⁠⁠https://www.amazon.com/gp/product/1804091219/⁠

Host: David Gardner
Guest: Robert Brokamp
Producer: Bart Shannon

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Stock Stories, Vol. 11: Silicon, Supply Chains & Spicy Wings Oct 15, 2025

Show notes

Every stock tells a story. This week we gather around the campfire for five fresh tales—from silicon driving the AI era to supply-chain software that keeps retail humming, from a Latin American marketplace that became a fintech/logistics flywheel to a spicy franchiser scaling flavor by the bucket… and a legendary spiffy-pop that still makes us smile. Expect lessons in patience, optionality, moats—and why a single day can sometimes pay back an entire cost basis.

Companies Discussed: AMD, AQNT, MANH, MELI, WING,

Order David’s Rule Breaker Investing book here:⁠⁠ https://www.amazon.com/gp/product/1804091219/⁠⁠

Host: David Gardner

Guests: Sanmeet Deo, Asit Sharma, David Meier, Andy Cross

Producer: Bart Shannon

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9 Foolish Truths I Hold to Be Self-Evident: 2025 Oct 08, 2025

Show notes

Today is that day—once every two years—when this podcast goes back to basics and we restate and recommit to the eternal verities David sees in business, in investing, and in Rule Breaker Investing. So put down those oars, join us aboard our sailboat, and let the winds guide you back toward these valuable core beliefs. Whether you’re well steeped in Foolishness or at the beginning stages of your investing journey, these are nine foundational truths not to be forgotten.

Stocks Mentioned: AMZN, GOOG, HUBS, ISRG, MELI, MRNA, NFLX, PFE, SBUX

Order David’s Rule Breaker Investing book here:⁠ https://www.amazon.com/gp/product/1804091219/⁠

Host: David Gardner

Producer: Bart Shannon

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Blast from the Past, Vol. 11: Character Oct 01, 2025

Show notes

David slips on his Fred Roger’s cardigan to revisit five valuable lessons, intertwined with the theme of “how to win in life.” Pulled from classic episodes spanning the last decade of weekly podcasts, David spotlights lessons that light candles—at a time when too many are busy fanning flames.

The five growth-minded blasts from the past:

Roy Spence on being a “For” Person
“Do you have a ________ friend?”
Accept responsibility; blame no one
Judge yourself by your results, and others by their intentions
Sam Horn’s “proactive grace”

An oh-so-timely Blast from the Past—equal parts warmth and backbone—here to help you lead with character, win with kindness, and keep the light on for others. Fool on!

Order David’s Rule Breaker Investing book here:⁠ https://www.amazon.com/gp/product/1804091219/⁠

Host: David Gardner

Producer: Bart Shannon

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September 2025 Mailbag: The House That Netflix Built Sep 24, 2025

Show notes

It’s a Mailbag of gratitude as the reviews are rolling in for David’s new book. A listener invests $100 for each of his daughters’ birthdays, positioning them for success in their financial futures, as another listener follows David’s advice: “Add up, don’t double down.” David also shares some Strat-o-matic memories and reminds us that the math is always against you when it comes to sports betting. Plus, listener and host swap stories on selling Netflix (years ago) to build and buy their homes…

Order David’s Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/

Host: David Gardner

Producer: Bart Shannon

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Market Cap Game Show: Planes, Steaks & Automobiles Sep 17, 2025

Show notes

Welcome back to our quarterly Market Cap Game Show! Two past champions—Andy Cross and Yasser El-Shimy—take the stage to test their market-cap mettle (and yours) across ten public companies, vying for a spot in the 2026 March Market Cap Madness World Championships. From tech titans and international hotel brands to down home Texas fare and online car shopping, the matchups run from familiar to delightfully unexpected—plus plenty of banter.

Can you outscore Andy, Yasser, or both? Play along, challenge your market cap intuition, and discover the surprising values of companies you know and love (and maybe a few you’ve never heard of!).

Companies mentioned: ASR, CARG, CEG, CME, GOOG, LKQ, MAR, NXPI, PGR, TXRH

Order David’s Rule Breaker Investing book here: ⁠https://www.amazon.com/gp/product/1804091219/

Host: David Gardner

Guests: Andy Cross, Yasser El-Shimy

Producers: Bart Shannon, Dan Boyd

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Extra: Audiobook Sneak Peek—“After Yesterday” Sep 13, 2025

Show notes

A 5-minute listen from Chapter 3 of the Rule Breaker Investing audiobook, out September 16. In “After Yesterday,” David tells the CNBC story of a co-host stunned that he still liked cloud stocks—after yesterday—and why Rule Breaker investors don’t let yesterday’s tape write tomorrow’s script. Enjoy the excerpt, then share it with a friend who could use a smarter, happier, richer mindset.

Pre-order Rule Breaker Investing (hardcover, e-book, audiobook) wherever you buy books.

Host: David Gardner

Producer: Bart Shannon

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“Rule Breaker Investing” Highlight Reel Sep 10, 2025

Show notes

All year long we’ve opened each episode with a “Page Breaker Preview” sneak peek from David’s forthcoming book. Today, we’ve stitched those 35 snippets into a single, chronological highlight reel—a mini-audiobook that traces the arc of Rule Breaker Investing: from first principles and habits, through stock-picking traits and portfolio rules, to the capstone ideas that tie it all together. With light context, lots of personality, and a lively tempo, this week’s one-of-a-kind episode plays like a curated mixtape of the book’s big ideas.

It’s out next week!

Pre-order Rule Breaker Investing: https://www.amazon.com/gp/product/1804091219/

Reactions or favorite excerpts? Write us: rbi@fool.com

Host: David Gardner

Producer: Dan Boyd

Companies mentioned: ADBE, AMZN, AXON, CMG, CRM, ISRG, META, NFLX, NVDA, SBUX, SHOP, TSLA

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