Rule Breaker Investing

Latest Episodes:

10 Years Later: 5 Stocks for the Next 5 Years Sep 03, 2025

Show notes

We’re launching a new series—10 Years Later—where we open a time capsule, revisit a 5-Stock Sampler on its 10th birthday, and see what really happened. First up is our original (9/2/2015) sampler, 5 Stocks for the Next 5 Years: a motley mix that spanned Latin American e-commerce, rural convenience, blockbuster gaming, frontline cybersecurity, and kitchen-tech roll-ups. Longtime Fool Rick Munarriz joins as David’s sidekick to share the what, why, and when of these stocks’ march through the decade.

How did each of these stocks do? How about the sampler’s overall outperformance? David & Rick extract the key lessons. Rule Breaker Investing isn’t just about keeping score; it’s about learning how (and why) we win.

Companies Discussed: ATVI, CASY, GOOG (legacy of FEYE/MNDT), MELI, MIDD

Pre-order David’s upcoming Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/

Host: David Gardner
Guest: Rick Munarriz
Producer: Bart Shannon

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August 2025 Mailbag: Sports Bettor Turned Investor Aug 27, 2025

Show notes

For summer’s final Mailbag, a listener shares how he dropped sports betting and picked up investing, while another wants to know how to allocate portfolios as a Rule Breaker. David brings back Motley Fool Chief Investment Officer, Andy Cross, to discuss tools for tracking your portfolio against the S&P 500, thinking briefly about dividend allocation, then answering the question, “If you were investing your first $1,000 today, what would your approach be?” Those gems, along with Author in August Sam Horn—like a river—running through it!

Pre-order David’s upcoming Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/

Host: David Gardner
Guest: Andy Cross
Producer: Bart Shannon

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Authors in August: “Rule Breaker Investing” with David Gardner & Chris Hill Aug 20, 2025

Show notes

To close out the 2025 Authors in August series, we flip the script—and the mic. Chris Hill, longtime Fool and creator of Motley Fool Money (and host of Money Unplugged) returns as guest host to grill David about his forthcoming book, “Rule Breaker Investing.”

David reveals his first-ever Rule Breaker stock (before he’d even coined the phrase), the inspiration for his discipline… he names names on current dark clouds investors may be able to see through, and brings Rule Breaker thinking across diverse topics, from portfolio construction to sports betting.

Finally, it’s Chris who leads a round of Buy, Sell, or Hold, with David!

Companies Discussed: AAPL, AMZN, AXON, CMG, CRM, DDD, GPRO, ISRG, META, MRNA, MSFT, NFLX, NVDA, ODFL, PTON, SHOP, TREX, TSLA

Pre-order Rule Breaker Investing here:

https://www.amazon.com/gp/product/1804091219/

www.fool.com/breakfastnews

Guest Host (first one ever): Chris Hill

Guest: David Gardner

Producer: Bart Shannon

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Authors in August: “Talking On Eggshells” with Sam Horn Aug 13, 2025

Show notes

Continuing our eighth annual Authors in August series, David welcomes Sam Horn, renowned communications strategist and founder and CEO of the Intrigue Agency, based in Austin, Texas. Sam gamely plays a little book roulette. She starts by detailing how to nail a sixty-second pitch, then walks us through how to handle rude people, blamers, shamers, complainers, non-stop talkers, people who refuse to cooperate, and those who ignore rules or boundaries.

They also reveal the word that David is trying his best to avoid saying, and finish with a raucous round of Buy, Sell, or Hold.

Pre-order David’s upcoming Rule Breaker Investing bookhere: https://www.amazon.com/gp/product/1804091219/

Host: David Gardner

Guest: Sam Horn

Producer: Bart Shannon

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Authors in August: Arthur Brooks’s “Happiness Files” Aug 06, 2025

Show notes

In this inaugural episode of our eighth annual Authors in August series, David welcomes back bestselling author, Harvard professor, and Atlantic columnist Arthur Brooks. Arthur brings along counterintuitive ideas about happiness as a habit, the difference between joy and happiness, public vs. anonymous philanthropy, and how the pursuit of money can sometimes… reduce freedom?! David and Arthur also dive into what makes feedback actually helpful, and finish with a spirited round of Buy, Sell, or Hold: Happiness Edition.

Pre-order David’s upcoming Rule Breaker Investing bookhere: https://
www.amazon.com/gp/product/1804091219/

Host: David Gardner

Guest: Arthur Brooks

Producer: Bart Shannon

Learn more about your ad choices. Visit megaphone.fm/adchoices

July 2025 Mailbag: Spiffy-Rocket-Pop Jul 30, 2025

Show notes

Grab the popcorn—this Mailbag goes well beyond beach talk. A listener uses Rule Breaker tactics, keeps adding as the stock climbs, and lands their first spiffy-pop. David retells the term’s origin and brings back analyst Yasser El-Shimy, whose original pick sparks a rocket-themed chat. Another listener feeds Keats’s “On First Looking into Chapman’s Homer” to AI for a Rule-Breaker remix full of wild surmise. Those nuggets—plus the new Authors in August lineup—power this week’s breezy, idea-packed summer episode.

Companies mentioned: RKLB, SBUX

Pre-order David’s upcoming Rule Breaker Investing book
here: https://www.amazon.com/gp/product/1804091219/

Host: David Gardner

Guest: Yasser El-Shimy

Producer: Bart Shannon

Learn more about your ad choices. Visit megaphone.fm/adchoices

2025 Wimbledon Champion & Fool, Sem Verbeek Jul 23, 2025

Show notes

Fresh off of his mixed doubles title at Wimbledon, Sem Verbeek sits back down with David (three years later) to share his journey from professional tennis player, facing a career crossroads, to becoming a Wimbledon champion. He compares the similarities in mindset between tennis and financial strategies, and even turns the tables by becoming the interviewer, asking David some thought-provoking
questions of his own. Sem Verbeek, a man of many talents, on and off the court.

Host: David Gardner

Guest: Sem Verbeek

Producer: Bart Shannon

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Five Idle Thoughts of a Summer’s Day, Vol. 2 Jul 16, 2025

Show notes

As summer in the Northern Hemisphere kicks into second gear, David unveils the second volume in this episodic series. He explores the four types of capital, speaks to the importance of embracing good ol’ “R”eality, brings back an honest-to-goodness pet peeve, and unravels a spool of cool words that rhyme with “Fool.”Grab your lemonade, find a comfy spot in the shade, and join us under the summer sun!

Companies Discussed: AMZN, NVDA

Host: David Gardner

Producer: Bart Shannon

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Reviewapalooza 2025 Jul 09, 2025

Show notes

We’re approaching the 10-year anniversary of the dawn of our 30 five-stock samplers, picked from 2015 to 2021. In this special episode, David reflects on the fully updated results, sharing 10 fresh lessons from both the wins and the whiffs. How’d we do? Discover the highs and lows, the reversals in just a year’s time… and the enduring principles of Rule Breaker Investing.

Companies Discussed: AXON, IRBT, ISRG, LYV, MELI, NVDA, PAC, PEGA, PI, RMD, W, Z

Host: David Gardner

Producer: Bart Shannon

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What You’ve Done to Create Financial Freedom, Vol. 3 Jul 02, 2025

Show notes

Independence Week in the United States is the perfect time to explore financial freedom. This week’s podcast highlights nine key points leading to financial independence, featuring insights from Greek Philosophers, Rule Breaker listeners, and David himself. Rediscover Ask For a Raise Day and living below your means. Learn from listener stories about the importance of resilience, avoiding debt, multiplicands or multiplican'ts, and when your kids begin to see the financial light.

Real stories and inspiration helping you achieve financial freedom, American-style.

Host: David Gardner

Producer: Bart Shannon

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