On this episode of Chit Chat Stocks, Brett and Ryan dive into David Gardner's investing philosophy. Gardner has produced 20%+ returns for over 20 years with a strategy that anyone can run, no matter how small of an investor you are. We discuss:
(00:00) Introduction to David Gardner and The Motley Fool
(07:07) Understanding Rule Breaker Stocks
(12:12) Characteristics of Rule Breaker Stocks
(28:26) Tactics for Managing a Rule Breaker Portfolio
(42:10) The Importance of Higher Purpose in Business
(43:58) Portfolio Management Strategies
(45:34) The Value of Long-Term Investments
(48:42) Highlighting Successful Investments: Amazon and Nvidia
(55:57) The Evolution of Netflix as a Disruptor
(58:57) Mercado Libre: A Case Study in Disruption
(01:01:48) Evaluating David Gardner's Investment Returns
(01:04:50) Lessons from David Gardner's Investment Philosophy
(01:11:01) Identifying Today's Rule Breakers
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
