Rule Breaker Investing

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

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

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

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

“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

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

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

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

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

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

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

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

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

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

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

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 

The market is up in 2023! Of course less than a month in, that's not very meaningful. But still, we can embrace some optimism for the year. More importantly, we can remember that what really matters are the decades ahead. (8:55) Spelling out some gift ideas (15:05) Pros and cons of smart hydration (20:27) Dollar-cost averaging in a bear market (34:34) XPEL experience (46:10) Stock graphs: YTD vs All view (50:48) Poem: Make it Last (55:23) 5 Stocks that Spark Joy sailing to Foolhalla Stocks Mentioned: AMZN, AAPL DIS, ETSY, XPEL, TSLA Host: David Gardner Guest: Auri Hughes Producer: Rick Engdahl

Time to check the scoreboard again on two of our 5-stock samplers. It's been a rough market this last year, but we're in it for longer than that, Fool! Some stocks that seem to have been crushed recently look a lot better if you just step back a few years. Some of them. (13:07) 5 Stocks Rolled Up at Random (30:54) 5 Stocks that Spark Joy Stocks Mentioned: AAPL, TEAM, SEDG, SBUX, TDOC, AMZN, ETSY, TSLA, DIS Host: David Gardner Guests: Sanmeet Deo, Asit Sharma Producer: Rick Engdahl

Sit back and take a load off, let me tell you a story. Better yet, let's have some friends around to tell five stories. Stock stories. Full of ups and downs, lessons from history, hopes for the future... it's all there for the learning! (5:45) You Dropped Out of Harvard For THIS?  (13:58) Discover My Biggest Winning Stock! (22:15) Better Late Than Never (34:00) Changing the World Is Hard (45:50) Listen to, and Learn from, The Market Cap Game Show Stocks Mentioned: CPNG, XPEL, MSFT, RDFN, SAM Host: David Gardner Guests: Rick Munarriz, Auri Hughes, Alyce Lomax, Jim Mueller Producer: Rick Engdahl

We're kicking off 2023 looking back, looking forward, looking outward, and looking past the same old blues. It's a new year, Fools — let's make it ever better! (3:18) Old: Tesla beats Ford (12:32) New: Cool stuff (23:29) Borrowed: Completing Capitalism (29:38) Blue: Reaching past peak polarization Stocks mentioned: TSLA, F, DUO Host: David Gardner Producer: Rick Engdahl