Podcasts > Rule Breaker Investing

Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

Nov 12, 2025 (00:56:18)
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
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Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/
Host: David Gardner
Guest: Anders Bylund
Producer: Bart Shannon
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

Nov 05, 2025 (00:40:16)
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
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

Oct 29, 2025 (00:54:44)
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
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

Oct 22, 2025 (00:48:11)
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
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

Oct 08, 2025 (00:50:52)
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
Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

Oct 01, 2025 (00:39:40)
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
Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

Sep 24, 2025 (00:45:22)
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
Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

Sep 17, 2025 (01:07:00)
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
Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.
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