Rule Breaker Investing

It’s become something of a midsummer tradition on Rule Breaker Investing: set aside the markets for a week and simply follow curiosity wherever it leads.This year’s sampler wanders through technology, sports, business, demographics, literature, and a few unexpected places in between. Along the way are thoughts about how to get the most out of AI, a few tweaks that could improve the world’s biggest sporting event, a prediction about who may be becoming the world’s most valuable people, and a dramatic reading of one of David’s favorite short stories.Two pages.Idle thoughts for you, of a summer’s day.Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

In the anxious days following Brexit, rather than predict the future, David asked a different question: Where are the opportunities? The result was a five-stock sampler built not on politics, but on optimism.Now a full decade has passed. Joined by longtime Fool Karl Thiel, we crack open the time capsule, revisit the original investment theses, score all five stocks against the market, and ask what a ten-year scorecard can teach that three years never could. Some ideas exceeded expectations. Others humbled us. All of them remind us why Rule Breakers look beyond the headlines and invest for the long haul. Host: David GardnerGuest: Karl ThielProducer: Bart ShannonCompanies Mentioned: GOOGL, EEFT, HAIN, BKNG, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

Every so often, five quotations come along that don’t merely make you nod. They make you stop, put the book down, and think.This week we explore why the best investors first become students of themselves, why our minds work better when they’re surrounded by rich ideas, why business is one of humanity’s great engines for creating value, why prosperity may make societies not just wealthier but wiser, and why one vision of America argues that a nation’s greatest competitive advantage isn’t its geography or its resources—it’s its ability to continually renew itself.Five quotations. Five conversations. And perhaps one or two ideas that will quietly change the way you see investing, business, and life. Happy 250th to the US of A!Host: David GardnerProducer: Bart ShannonCompanies Mentioned: AMZN, MCD, NVDA Learn more about your ad choices. Visit megaphone.fm/adchoices

This month’s Mailbag ranges from Washington, D.C. to Germany, from the SEC to the moon, and from individual stock ownership to the deeper question of what freedom is actually for. Along the way, fellow Fools write in about transparency, curiosity, market caps, parenting, AI, adding to winning investments, and what can happen when decades of patient investing quietly compound into opportunities to help others. As always, the best part of the Mailbag is you.Host: David GardnerProducer: Bart ShannonCompanies Mentioned: HAS, ISRG, JEPI, KO, MAT, MSCI, NKE, NVDA Learn more about your ad choices. Visit megaphone.fm/adchoices

The Market Cap Game Show returns for its 42nd installment, with longtime Motley Fool personalities Charly Travers and Jason Moser battling for a coveted spot in next March’s Market Cap Madness Final Four.But this episode marks something new. For the first time, players can invoke the King-Sharon Rule, adding an extra layer of strategy, risk, and reward to the game. Agree or disagree is no longer the only choice. Feeling confident? Call “higher” or “lower” and put an extra half-point on the line.Ten stocks. Two seasoned competitors. One brand-new rule. And for reasons that only became apparent while recording, an unusually heavy concentration of food, cars, food delivered by car, food consumed after getting out of a car, car parts, collector cars, and at least one company that makes spices for the food. Host: David GardnerProducer: Bart Shannon Companies Mentioned: DASH, GPC, HGTY, MKC, MTN, OC, RACE, SYY, TDG, TEAM Learn more about your ad choices. Visit megaphone.fm/adchoices

For the twelfth time, we gather around the campfire for one of RBI’s favorite traditions: Stock Stories. Five Fools. Five investing lessons. This summer’s tales share a surprising common thread: A biotech shell company that refused to die. An old gift of IBM stock quietly compounding for decades. A Fool who finally bought Alphabet nearly twenty years after he first meant to. A company called Life360 proving that “obvious” doesn’t mean “fully valued.” And a producer awakening to stock-market investing in his 50s.The lesson? You may think you missed it. You probably didn’t.Pull up a chair, grab a marshmallow, and join us around the campfire. Host: David GardnerProducer: Bart Shannon Companies Mentioned: GOOGL, IBM, LIF, UBER (and some random CUSIP#!) Learn more about your ad choices. Visit megaphone.fm/adchoices

Why do some organizations seem unable to solve the very problems they were created to fix? Why do seemingly rational people end up chasing the wrong goals? And why does one innocent purchase so often lead to five more? In this new volume of RBI’s recurring cerebral series, David explores a handful of memorable laws and principles that help explain how people, businesses, markets, and institutions actually behave… from the sublime to the silly. Some are famous. One is his own. All are useful. Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when Nvidia’s annual dividend suddenly exceeds David’s original Motley Fool cost basis—six times over? This month’s Mailbag brings back a Foolish old term, “divvy-pop,” while also revisiting the power of doing less, holding more, and letting great companies keep surprising you.Also inside: a Buffett-meets-Rule-Breaker reflection from British Columbia, a jellybean contest gone mathematically sideways, a GameStop question that runs straight into the Snap Test, and a closing shout-out to Mr. Ernst’s personal finance class at Kopachuck Middle School in Gig Harbor, Washington—where the next generation is already learning that investing means ownership. Companies Mentioned: AAPL, AMZN, ANET, BIDU, BN, BRK.A, BRK.B, CHWY, EBAY, ⁠FFH.TO⁠, GME, GOOG, ISRG, MELI, META, NFLX, NVDA, SHOP, TMFC, TSLAHost: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

To mark his 60th birthday, David delivers what may be the most distilled episode in Rule Breaker Investing history: 20 thoughts about investing, 20 about business, and 20 about life—gathered from decades of entrepreneurship, stock-picking, reading, losing, winning, and trying to stay Foolish along the way. From the “Ship of Fools” and the spiffy-pop, to optionality, fads that weren’t fads, the hardest thing in life, divergence and convergence, and why the longer Frank Lloyd Wright lived, the more beautiful life became… this is a fast-moving collection of convictions, stories, quotes, and life-earned observations designed to stick with you long after the episode ends.A milestone birthday. A landmark episode. [And yes: somehow, he fit 60 thoughts within 60 minutes.] Host: David GardnerProducer: Bart Shannon Companies Mentioned: ABNB, AMZN, CROX, GOOG, LUV, NFLX, SBUX, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

Once a year, around David’s birthday, listeners send in notes sharing what they’ve learned from this podcast over the years—about investing, business, and life. This year’s volume includes reflections on “dips wait for dips,” learning to appreciate mistakes instead of fearing them, the surprising power of simply doing nothing during market volatility, and why optimism itself may be one of the great competitive advantages in life.Along the way: a physician assistant on the front lines of COVID, a renowned cancer surgeon who juggles, a Foolish Leprechaun who finally stopped trading and started investing, and a Scotsman reminding us all to look for L’Optimisme in the world.Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when you actually do the thing most investors only talk about… and hold stocks for a full decade? This week, David welcomes The Motley Fool’s Tim Beyers and together they go back exactly 10 years—to the week—to revisit five companies picked in May 2016, scoring how they really did and, more importantly, asking why. From biotech to big data to media to real estate, this episode is about both the scoreboard and the lessons only time can teach. If you’ve ever wondered what a true 10-year mindset looks like—voilà. Host: David GardnerGuest: Tim BeyersProducer: Kristi Waterworth Companies Mentioned: CELG, DIS, MNDY, SPLK, TWTR, Z Learn more about your ad choices. Visit megaphone.fm/adchoices

From buying in thirds instead of waiting for dips, to a dishwasher hack that still requires the humans to remember the hack, to one listener’s beautifully rebalanced “harbor-and-horizon” portfolio, this month’s mailbag is as motley as ever. Along the way, David cleans up a long-used reference to Heisenberg vs. Hawthorne, hears how Magical Athlete has become a family hit, and considers a pair of listener suggestions that may permanently improve the Market Cap Game Show. Companies Mentioned: ADBE, DUOL, HUBS, INTU, ISRG, MELI, NBIS, NVDA, RKLB, TSMHost: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you quickly decide which AI companies deserve your attention—and which to skip? What do you believe that most people don’t? And is there a simple trick, learnable in one afternoon, that can delight kids (and maybe yourself) for a lifetime? This week, David returns with Volume 11 of one of our OG episodic series: Mental Tips, Tricks & Lifehacks. He shares seven small ideas that punch above their weight: from a clever $10 household fix, to a mindset shift borrowed from Kevin Kelly, to dialing down big ambitions into “little bets” that actually get done. Oh, and some recent boardgame picks! Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Some truths are too good to say only once. This week, David re-blasts five timelessly powerful ideas from the past—about identity, investing, serenity, frameworks, and questioning—and brings them together in a fresh 2026 mix. One quietly powerful idea runs underneath: What you do, repeatedly, becomes who you are.Along the way: A single line that might rewire how you think about your own habits (and your portfolio) A Silicon Valley inversion that flips investing on its head Shakespeare, serenely out-investing most of Wall Street Why Warren Buffett shouldn’t have bought Amazon—and why that’s good news And a modern upgrade to “question everything” for the age we’re actually living in Companies mentioned: AMZN, CMG, ISRG, MELI, NFLX, NVDA, SHOP, TSLAHost: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

March Madness may be over, but the Mailbag is just beginning—and as always, you’re the star of the show. This month we hear from listeners who tracked the data on our Market Cap Game Show strategies (does “always disagree”… really work?), revisit a thoughtful challenge from Professor Jason Corso on whether Rule Breaker Investing is built on habits, recipes, or something closer to an algorithm, pick up a clever Google News hack that lets you see the world through another country’s headlines, and yes… return to Pet Peeves territory with a “Bamm!” vs. “Boom!” breakdown of locker room acoustics. Along the way, we touch on how we think, how we learn, and how we behave—in markets and in life.And we close with one Fool’s simple question: Does the Snap Test apply… beyond stocks? Sign up for The Motley Fool’s Breakfast News here: ⁠⁠⁠⁠⁠⁠www.fool.com/breakfastnews⁠⁠⁠⁠⁠⁠ Order David’s Rule Breaker Investing book here: ⁠⁠⁠⁠⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠⁠ Companies mentioned: AXON, DIS Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

The bracket is complete. The stakes are highest. And now… it’s time to crown a champion.This week on Rule Breaker Investing, defending champion Emily Flippen faces off against Cinderella challenger Loren Horst in the March Market Cap Madness World Championship. As always, you’re not just watching—you’re playing along. Ten companies. Ten chances to test your market cap intuition. Range it… and decide: in or out?From elevators to hotel loyalty programs to the strange ways we all think about “blood,” this one takes a few delightfully unexpected turns along the way. Throwdowns raise the stakes, instincts get tested, and you’re right there in it the whole time. Keep your own score, trust your gut, and see how you stack up. Companies mentioned: DGX, H, LYV, MAR, OTIS, PLTR, SBUX, SNOW, TRMB, TXN Sign up for The Motley Fool’s Breakfast News here: ⁠⁠⁠www.fool.com/breakfastnews⁠⁠⁠ Order David’s Rule Breaker Investing book here: ⁠⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: David GardnerGuests: Emily Flippen, Loren HorstProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

The Madness continues! This week on Rule Breaker Investing, the second semifinal of March Market Cap Madness tips off as defending world champion Emily Flippen faces long-time Motley Fool advisor Bill Barker for a place in the championship round. It is a rematch of the epic Final Four game they played this very week one year ago. As always, the real game is for you: ten companies, ten market-cap ranges, and one simple question each round: Inside or outside? Play along and keep score as you listen—and see if your intuition can meet or beat our two veteran Foolish analysts. Companies mentioned: ABNB, ACM, ADYEY, GRAB, MIELY, MSCI, PAYC, SKYT, TDG, WIX Host: David GardnerContestants: Bill Barker, Emily FlippenProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

March Market Cap Madness tips off its Final Four this week on Rule Breaker Investing, and you’re not just watching—you’re playing. Past world champion Andy Cross (6–1 lifetime) squares off against Cinderella contender Loren Horst (1–0) in our first semifinal matchup, with a spot in the World Championship at stake. Grab a pencil, set your ranges, and see whether your market-cap intuition can outscore Andy, Loren… or both. The Madness is on, and the bracket is tightening. Companies mentioned: ACN, AMD, BA, CSU, GLOB, IDXX, INTU, SERV, TCEHY, WIX Sign up for The Motley Fool’s Breakfast News here: ⁠⁠⁠⁠⁠www.fool.com/breakfastnews⁠⁠⁠⁠⁠ Order David’s Rule Breaker Investing book here: ⁠⁠⁠⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: David GardnerContestants: Andy Cross, Loren HorstProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

This week’s Mailbag picks up where Pet Peeves left off—and then some. Listeners write in with their own linguistic grievances, from “10 straight unanswered points” to the curious inflation of words like “countless,” to the conversational reflex of “Right?” that may or may not actually validate anything. Along the way, we touch on Evernote in an AI world, foreign exchange risk from a Fool down under, and the eternal market phenomenon of buying the day before the drop. It’s playful, pointed, and a reminder that words shape how we think… and how we invest. Sign up for The Motley Fool’s Breakfast News here: ⁠⁠⁠⁠www.fool.com/breakfastnews⁠⁠⁠⁠ Order David’s Rule Breaker Investing book here: ⁠⁠⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s been 27 months since this series’s last installment, which means David has had time to quietly bottle up a fresh batch of entirely new irritations—all original, no repeats. This year’s edition takes aim at the slippery phrase “Buy Now, Pay Later,” the suspicious preface “If I’m being honest…,” and the curious cultural surrender embedded in “In my day…“.Along the way, there’s a certain Halloween-sized marketing sham, a conversational tic that may deserve early retirement, and a high-decibel train experience you may never un-hear again.Part humor, part language audit, part cultural critique—Pet Peeves returns to remind us that words matter, incentives matter, and yes… it is still your day. Sign up for The Motley Fool’s Breakfast News here: ⁠⁠⁠www.fool.com/breakfastnews⁠⁠⁠ Order David’s Rule Breaker Investing book here: ⁠⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Ten years ago this week, in the teeth of a downturn, David picked five stocks under the banner “5 Stocks to Feed the Bear.” This week, he and longtime Fool Rick Munarriz revisit that full basket—not after a month, a quarter, or a year, but after a much better, truer timeframe for the Rule Breaker Investor: 10 years. To the very day.Which stocks did David get really right? Which ones really wrong? And why? As always, in this third installment of our new episodic series, it’s not about cherry-picking highlights—it’s about accountability and perspective. It’s about what a 10-year scorecard teaches that the financial media’s shorter windows simply can’t.And the results of this sampler—along with the full program of all 30 5-stock samplers—once again prove the eye-popping success and durable wins that come to Rule Breaker investors. Sign up for The Motley Fool’s Breakfast News here: ⁠⁠www.fool.com/breakfastnews⁠⁠ Order David’s Rule Breaker Investing book here: ⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠Companies mentioned: CRI, ELLI, IPGP, MELI, PLNTHost: David GardnerGuest: Rick MunarrizProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Kelly—founding editor of Wired magazine and a lifelong observer of technology in motion—returns to Rule Breaker Investing for a conversation about how the future actually shows up. We don’t trade in predictions here. Instead, Kevin shares ways of noticing long arcs, understanding why certain platforms and ideas compound, and staying optimistic without getting swept up in hype. From AI working alongside other AIs to the power of patience and perspective, this episode is an invitation to slow down just enough to see what really matters as change unfolds. Sign up for The Motley Fool’s Breakfast News here: ⁠⁠www.fool.com/breakfastnews⁠⁠ Order David’s Rule Breaker Investing book here: ⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: David GardnerGuest: Kevin KellyProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

This week’s Rule Breaker Investing Mailbag brings together beautiful questions and stories to start the new year. We wrestle with a values-alignment dilemma around owning Robinhood, explore what it looks like to turn investing into a real, score-kept game for kids (including outperforming Dad), consider a mischievous strategy for the Market Cap Game Show, and close with an inspiring note from a retired basketball coach whose patient, optimistic approach built lasting financial freedom. Along the way, we’re reminded that investing isn’t just about returns—it’s about judgment, temperament, family, and choosing to be a “for” person over time. Sign up for The Motley Fool’s Breakfast News here: ⁠www.fool.com/breakfastnews⁠ Order David’s Rule Breaker Investing book here: ⁠https://www.amazon.com/gp/product/1804091219/⁠ Companies mentioned: HOOD, MELI, NFLX, TTD Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Risk gets talked about a lot in investing—and often defined poorly. This week on Rule Breaker Investing, David is joined by Motley Fool analysts Alicia Alfiere and Yasser El-Shimy to walk through his full 25-point risk rating system, a framework he’s used for more than a decade to replace vague labels like “medium risk” with something concrete and measurable. Using Etsy and Duolingo as live 2026 case studies, the trio scores each company question by question—covering the business, financials, competition, leadership, and the investor’s own willingness to dig deeper. Along the way, listeners get a deeper look at how studying risk is really about studying quality—and how seeing risk clearly with a number is just another way Rule Breaker investors can learn to break the rules…. Companies mentioned: DUOL, ETSY Host: David GardnerGuests: Alicia Alfiere, Yasser El-ShimyProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Rule Breaker Investing, David is joined by Raj Sisodia and Nilima Bhat, co-authors of Healing Leaders, for a conversation about leadership burnout, meaning, and why wholeness may be a strategic advantage. Rather than treating healing as a “soft” idea, Raj and Nilima walk through the book’s seven steps and explore how inner state shapes judgment, patience, courage, and long-term thinking—in business, investing, and life. Along the way, they connect the “Wise Fool” archetype and the idea of Shakti to conscious capitalism, rule-breaking optimism, and the kind of leadership that compounds over time. Host: David GardnerGuests: Nilima Bhat, Raj SisodiaProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

As we open 2026, David looks backward to get clearer about what really matters going forward. In the eighth installment of Essays From Yesterday, he revisits four Rule Breaker essays written between 2006 and 2014—spanning market sell-offs, forgotten drawdowns, early buyouts, language that shapes behavior, and the enduring power of mindset. Along the way, we’re reminded that sharp declines happen more often than we remember, that short-term scorecards mislead, and that a handful of great winners can overwhelm many mistakes. This lesson-filled episode makes the case for capital “H” History as an investor’s secret weapon—and for why perspective, patience, and precise thinking continue year after year to crush the stock market averages. • (5:02) Introduction to July 2006 Issue • (15:55) The Tim Beyers Issue • (27:42) Greatest Issue Ever • (37:26) Starter Stocks Companies mentioned: AKAM, APKT, CRM, GOOG, ISRG, MELI, NILE, PDLI, QLIK Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s the final Rule Breaker Investing podcast of 2025, and the year ends as it always does—with your Mailbag. David shares his annual year-forward market call, then works through listener notes that capture the heart of the Foolish journey. We hear from a father investing alongside his seven-year-old son, an investor who audited his own selling history and discovered just how early he’d stepped off some great rides, and Fools thinking carefully about contribution timing, position sizing, and excellence that keeps winning. Along the way, David revisits core ideas like letting winners run, being a “for” person, and ultimately answers the question that brings the year full circle: How do you know—really know—Am I a Fool? Companies mentioned: CRWD, NFLX, RKLB, SPOT, TSLA Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s time once again for the Market Cap Game Show Holiday Edition, where intuition meets valuation and everyday life meets market caps. Bill Barker and Matt Argersinger take the stage, vying for the final spot in our 2026 March Market Cap Madness World Championships, as they test their mettle—and yours—across ten public companies. From Bubble Wrap and sidewalk robots to semiconductors, ski resorts, biotech pipelines, and online commerce platforms, the matchups span the familiar and the delightfully unexpected, with plenty of raucous banter along the way. Play along at home, challenge your market-cap intuition, and see whether you can outscore Bill, Matt… or both. Companies mentioned: ANET, DAVA, DFH, INCY, MTN, QCOM, SEE, SERV, SHOP, TSLA Host: David GardnerGuests: Bill Barker, Matt ArgersingerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

t’s the 50th week of the year, which means it’s time once again for the Besties—a celebration of the episodes that educated, amused, and enriched us most in 2025. David highlights ten standout episodes from this year, revisiting the ideas, stories, and lessons that lingered long after the microphones were off. And all of the voices behind those moments return for brief cameos, reflecting on the year that was and looking ahead to what comes next. From Authors in August and a Market Cap Game Show world championship, to character, community, games, and the many ways listeners took concrete steps toward financial freedom, this episode captures the breadth of what Rule Breaker Investing aims to be: thoughtful, optimistic, playful, and practical. A year in review — not ranked, just remembered. Companies mentioned: VKTX Sign up for The Motley Fool’s Breakfast News here: ⁠www.fool.com/breakfastnews⁠ Order David's Rule Breaker Investing book here: ⁠https://www.amazon.com/gp/product/1804091219/ Host: David GardnerGuests: Andy Cross, Chris Hill, Emily Flippen, Morgan Housel, Randi Zuckerberg, Rick Engdahl, Sam Horn, Sem Verbeek, Shirzad ChamineProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, David returns to one of his favorite flexible formats: Old, New, Borrowed, Blue. In this tenth volume, he brings back a few personal lifehacks, peeves, and perks from past episodes; introduces a new financial holiday—“National Share Day”—imagining a country where every American becomes an owner; borrows a passage from his free downloadable book chapter to explore how AI may (or may not) fit into Rule Breaker investing; and closes with a blue reflection on the rise and fall of Bed Bath & Beyond—and asks, was this the very first stock The Motley Fool ever shorted? Something old, something new, something borrowed, something blue—only on this week’s Rule Breaker Investing! Companies mentioned: BBBY Sign up for The Motley Fool’s Breakfast News here: www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s that time of year again—our annual tabletop gift guide returns with Games, Games, Games, Vol. 7. From family-friendly favorites to rich, strategic adventures, David shares five “in case you missed it” classics and then moves through a curated list of 12 games, arranged from lightest to heaviest. Expect quick, joyful picks like Wavelength and Dorfromantik, followed by deeper journeys into titles such as Dune Imperium: Uprising and SETI. There’s something here for every level of gamer, gift-giver, and holiday gathering.Whether you’re choosing a reliable crowd-pleaser or hunting for a challenge for your most seasoned gaming friends, this seventh edition of David’s holiday games guide is here to spark joy around the table. Fool on… and Game on! Companies Mentioned: AMZN Sign up for The Motley Fool’s Breakfast News here: www.fool.com/breakfastnews Order David’s Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

As November comes to a close and Thanksgiving arrives, our Mailbag is brimming! From Gratitude Challenge triumphs to a brand-new five-stock sampler, from Winter Soldier fortitude to navigating concentrated positions, inheritance questions, regrets, and remarkable investing wins—this month’s notes run deep and wide. David is joined by Andy Cross and Robert Brokamp to explore strategies for retirement withdrawals, building children’s portfolios, and managing dominant holdings, while also celebrating generosity, unity, and candle-lighting stories from across the Fool community. It’s a warm, thoughtful Mailbag to close the month—and a reminder of why this community is such a joy to read and host each year. Companies mentioned: AAPL, AMZN, CHWY, COST, DIS, DUOL, HOOD, NFLX, NVDA, PLTR, RDDT, SHOP, SNOW, TSLA Sign up for The Motley Fool’s Breakfast News here: ⁠⁠⁠www.fool.com/breakfastnews⁠⁠⁠ Order David's Rule Breaker Investing book here: ⁠⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: David GardnerGuests: Andy Cross, Robert BrokampProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

David is joined by George Khalaf, executive director of the Fool Community Foundation, for a special Weekend Extra featuring Gooding — musician, storyteller, and founder of Funding the Future. Together they explore Gooding’s mission to reach young people across America with dynamic, music-driven performances that make financial literacy not just understandable, but unforgettable. From inspiring students to pursue their dreams to equipping them with practical tools for money and investing, this conversation highlights the power of creativity, purpose, and education to change lives. Sign up for The Motley Fool’s Breakfast News here: ⁠⁠www.fool.com/breakfastnews⁠⁠ Order David's Rule Breaker Investing book here: ⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: George Khalaf, David GardnerGuest: GoodingProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

As the final months of 2025 ebb away, it is time once again to pause, reflect, and openly acknowledge the gratitude we feel. From great companies that make great stocks possible, to the unifiers who build bridges instead of walls, to the quiet power of candles and the people who share their flame — this episode celebrates them all. David even offers five simple ways you can build a bridge in your own life this week. This week’s podcast is an expression of thankfulness for what inspires us, what drives us, and what reminds us why we invest. Let’s feel grateful together. Companies mentioned: AAPL, CMG, CRM, SHOP Sign up for The Motley Fool’s Breakfast News here: www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/   Host: David Gardner Producer: Bart Shannon   Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re back with the second episode of a new series—10 Years Later—where we blast through time to peek in on a 5-Stock Sampler from 10 years in the past, then zoom back to the present to see what really happened. On the marquee today are 5 Lesser Known Rule Breakers (from 11/11/2015) that feature a company providing commercial kitchen solutions, a few big name changes, a couple of even bigger acquisitions, and a wood alternative decking company. Longtime contributing writer at the Fool, Anders Bylund, joins David on this trip through time to share the what, why, and when of these stocks’ march through the decade. Did we beat the market? Companies Discussed: MIDD, MSTR, N (Acquired by Oracle- ORCL), NUVA (Acquired by Globus Medical - GMED), TREX Sign up for The Motley Fool’s Breakfast News here: ⁠www.fool.com/breakfastnews⁠ Order David's Rule Breaker Investing book here: ⁠https://www.amazon.com/gp/product/1804091219/⁠ Host: David Gardner Guest: Anders Bylund Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Sign up for The Motley Fool’s Breakfast News here:⁠⁠⁠www.fool.com/breakfastnews⁠⁠⁠ Order David’s Rule Breaker Investing book here:⁠⁠⁠ https://www.amazon.com/gp/product/1804091219/⁠⁠⁠ Host: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Sign up for The Motley Fool’s Breakfast News here: www.fool.com/breakfastnews 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Sign up for The Motley Fool’s Breakfast News here: ⁠⁠www.fool.com/breakfastnews⁠⁠ Order David’s Rule Breaker Investing book here: ⁠⁠https://www.amazon.com/gp/product/1804091219/⁠ Host: David GardnerGuest: Robert BrokampProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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, Sign up for The Motley Fool’s Breakfast News here:⁠⁠www.fool.com/breakfastnews⁠⁠ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Sign up for The Motley Fool’s Breakfast News here:⁠www.fool.com/breakfastnews⁠ Order David’s Rule Breaker Investing book here:⁠ https://www.amazon.com/gp/product/1804091219/⁠ Host: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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! Sign up for The Motley Fool’s Breakfast News here:⁠www.fool.com/breakfastnews⁠ Order David’s Rule Breaker Investing book here:⁠ https://www.amazon.com/gp/product/1804091219/⁠ Host: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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… Sign up for The Motley Fool’s Breakfast News here:www.fool.com/breakfastnews Order David’s Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Sign up for The Motley Fool’s Breakfast News here: ⁠www.fool.com/breakfastnews⁠ 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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: [email protected] Host: David Gardner Producer: Dan Boyd Companies mentioned: ADBE, AMZN, AXON, CMG, CRM, ISRG, META, NFLX, NVDA, SBUX, SHOP, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Sign up for The Motley Fool’s Breakfast News here: www.fool.com/breakfastnews Pre-order David’s upcoming Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David GardnerGuest: Rick MunarrizProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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! Sign up for The Motley Fool’s Breakfast News here:www.fool.com/breakfastnews Pre-order David’s upcoming Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David GardnerGuest: Andy CrossProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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/ Sign up for The Motley Fool’s Breakfast News here: www.fool.com/breakfastnews Guest Host (first one ever): Chris Hill Guest: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Sign up for The Motley Fool’s Breakfast Newshere: www.fool.com/breakfastnews 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Sign up for The Motley Fool’s Breakfast Newshere: www.fool.com/breakfastnews 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