Rule Breaker Investing

Latest Episodes:

Breaking the Rules of Sports Apr 23, 2025

Show notes

We don't break the rules to cheat; we break them to improve. When conventional wisdom grows stale and unhelpful, it's the contrarians who lead the way to make investing, business, and life better. And the same is true in sports. Punting? Bunting? It's time we take a look, with the help of sports journalist, Kimball Crossley, at some sports rules that need breaking.

Host: David Gardner Guest: Kimball Crossley Producer: Rick Engdahl

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ChatGPT Asks & David Answers, Vol. 3 Apr 16, 2025

Show notes

Buy me some peanuts and Cracker Jacks, because we're back at the ol' ball game with some softball, hardball, curveball, screwball, and knuckleball questions from ChatGPT. David is at the plate, taking swings at these pitches and batting you home to a smarter, happier, and richer future.

Companies mentioned: AMZN, ISRG, NFLX, NVDA

Host: David Gardner Guest: ChatGPT Producer: Rick Engdahl

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Every Purchase Matters, with Paul Rice Apr 09, 2025

Show notes

Today David hosts the founder and CEO of Fair Trade USA, Paul Rice, who explains how trade can be more effective than aid in improving the world's economic issues. As consumers become more aware and more discerning about what they buy, companies that embrace conscious capitalism will enjoy an ever-growing competitive edge over those which simply look to grow profits and any cost.

Companies mentioned: AMZN, SBUX, WMT

Host: David Gardner Guest: Paul Rice Producers: Heather Horton, Rick Engdahl

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Essays From Yesterday, Vol. 7 Apr 02, 2025

Show notes

It's time once again to dust off David's old writings and pull some lessons forward into the light of today. We discuss re-recs and buying stocks that you already own, annual predictions, risk ratings, and keeping a record of your investment decisions. We look back to be smarter about looking forward!

(5:52) Introduction to May 2003 Issue
(16:00) New Year's Resolution
(24:47) Risk Ratings For New Members
(32:35) What is in Front of One's Nose

Companies Discussed: AMZN, BIDU, FSLR, GILD, NVDA

Host: David Gardner Producer: Rick Engdahl

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March 2025 Mailbag: Chalkboard Wisdom and Our Favorite Words Mar 26, 2025

Show notes

March 2025 Mailbag: Chalkboard Wisdom and Our Favorite Words March Madness isn’t just for basketball—it’s taken over Rule Breaker Investing too! In this month’s mailbag, David Gardner fields your questions and reflections with trademark Foolishness. Should you use forced rankings to evaluate your portfolio? Can AI help guide investment decisions? Is Elon good or evil? Why does following the simplest of instructions matter so profoundly? And what’s the one company name David’s been hilariously mispronouncing? Answers, insights, and even a lesson or two about telematics await—so jump in, it’s Mailbag Madness!

Host: David Gardner Producer: Heather Horton

Companies Mentioned: AXON, BRK-B, KO, ONON, PEP, PGR, SBUX, TSLA

Resources: • Preorder David’s upcoming book, Rule Breaker Investing, available at Amazon, Barnes & Noble, and other major retailers. • Sign up for The Motley Fool’s free daily newsletter, Breakfast News, at www.fool.com/breakfastnews

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2025 March Market Cap Madness Championship: Andy v. Emily Mar 19, 2025

Show notes

It all comes down to this... the final event of March Market Cap Madness! Defending Champion Andy Cross has held off all contenders and pretenders, but young phenom and game show survivor Emily Flippen is not one to back down from a challenge. Who will win the crown for 2025? We're betting on you to come out smarter, happier, and richer as we all play and learn together!

Companies discussed: BRZE, WIX, KMI, PTON, AMAT, HHH, ARE, RHP, NDAQ, VKTX

Host: David Gardner Guests: Andy Cross, Emily Flippen Producer: Rick Engdahl

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2025 March Market Cap Madness: Bill vs. Emily Mar 12, 2025

Show notes

We hope you've filled out your bracket because we're back with the second match of the March Market Cap Madness Final Four. Today it's the birthday boy, Bill Barker up against the survivor, Emily Flippen! Who will make it to next week's final? You will, Fool!

Companies discussed: OKTA, UBER, WAL, AMGN, FUN, RKLB, GOOG, CARG, DIS, META, NOW

Host: David Gardner Guests: Bill Barker, Emily Flippen Producer: Rick Engdahl

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2025 March Market Cap Madness: Andy vs. Matt Mar 05, 2025

Show notes

The Olympics. The World Cup. The Super Bowl. These competitions bring the world together to back their favorite teams as they compete for the ultimate title. But March Market Cap Madness has an even bigger draw, because you not only get to root for your favorite; you get to compete! Strap in and get your pencils ready, it's go time!

Companies discussed: DAVA, DUOL, GXO, UA, JNJ, SMMT, AX, ROKU, DDOG, IOT, FICO

Host: David Gardner Guests: Andy Cross, Matt Argersinger Producer: Rick Engdahl

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February 2025 Mailbag: Simple Stocks Feb 26, 2025

Show notes

Peter Lynch taught us to buy what we know. Can successful investing be that simple? And if we know and love the companies we own, how should we go about selling them? How are we supposed to remember why we bought these stocks in the first place? All this and more in month's mailbag!

Companies Mentioned: TTD, AXON, COST, AAPL

Host: David Gardner Producer: Rick Engdahl

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Pet Perks, Vol. 2 Feb 19, 2025

Show notes

Little things can make a big difference. From spotting hidden competitive advantages in investing to rediscovering the joy in work, this episode is packed with moments that brighten our days. David shares fresh “pet perks” across investing, business, and life—including seeing through dark clouds, the thrill of entrepreneurship, and the simple magic of a car wash. Tune in to celebrate “the small joys that make everything better”!

Companies Mentioned: NFLX, TSLA, WMT

Host: David Gardner Producer: Rick Engdahl

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