In this Rule Breaker Investing podcast, Motley Fool co-founder David Gardner picks another set of five stocks he recommends putting in your portfolio, this time with the idea that they'll be outperforming three or more years from now.

His theme du jour: Companies that offer you and instead of or, because David is not a fan of the trade-off mentality. In his view, most of the time, you can have your cake and eat it, too. And these five companies exemplify that philosophy.

First on the list: Amazon.com (AMZN 2.77%), which is not just the leader in global e-commerce, but much more.

A full transcript follows the video.

This was recorded on Nov. 22, 2017.

David Gardner: Stock No. 1. And how could I not start off with this one? Let me ask you, dear listener, and maybe you understand now, the game that we're playing. I'm going to give you a choice here. You can either have the No. 1 company globally in e-commerce, or you can have the No. 1 leader in cloud-computing storage today. Which one would you take?

And I think you know the punchline. The answer is both. Because, fortunately, Jeff Bezos had a vision that encompassed both of those things. Somebody who started just saying we're going to sell books online. We're going to start this online store. A lot of people thought it was just going to be books. "Earth's Biggest Bookstore." That was their initial tag line at Amazon.

Well, Amazon is the No. 1 global e-commerce player -- although it's got some rivals these days when we look toward China. But not only is Amazon a global force in e-commerce, but it's also a global force in cloud computing, thanks to Amazon Web Services. And forget about that. I already mentioned earlier they're a competitive player in streaming video. And Amazon Prime is something that they didn't have to do, but they pulled a page from Costco with that.

We're looking at a company that is the ultimate "win to the sixth" kind of a company, because they're solving across lots of different fronts for lots of different wins for all of their stakeholders, shareholders certainly included. Stock No. 1 is Amazon. You can only have one here. Would you rather have the No. 1 e-commerce player or the No. 1 player in cloud-computing storage?