Last week, I invited Fool co-founder David Gardner into our brand-new Motley Fool studio space here in Alexandria, Va. We spent nearly an hour talking about the state of the retail investor here in 2013, his investing philosophy, and his current thinking on a half-dozen specific stocks in his Supernova universe.
You can view the entire interview here. You'll notice that we spent most of our time on stocks David likes for the long term. I was curious about what he doesn't like, too, and in the video below (run time: 2:18), you can watch for three surprising stocks David doesn't believe in:
- Zynga (NASDAQ:ZNGA): dependent upon someone else's platform, no meaningful ability to innovate
- Microsoft (NASDAQ:MSFT): impressive company but disrupted by Apple and Google; tailwind behind Apple and Google, not Microsoft
- Wal-Mart (NYSE:WMT): impressive company but disrupted by Amazon; tailwind behind Amazon, not Wal-Mart