In this Australian Investors Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss:
– Beating the market vs indexing
– The “lose to win” philosophy and position sizing
– The six traits of rule-breaker companies
– Conscious capitalism, purpose and culture
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Topics Covered
– Beating the market: why David still believes individuals can outperform and why most don’t try
– Lose to win: accepting frequent small losses to capture rare, massive winners (Babe Ruth analogy)
– Six rule-breaker traits: top dog & first mover, sustainable edge, strong price action, leadership/backers, brand love, and “overvalued” narratives
– Final thoughts & how to learn more: AI’s role in research (not a reason to quit stock picking) and making portfolios reflect our best vision for our future
Chapters (approximate)
(00:00) Introduction
(03:55) The Optimistic Investor: David Gardner's Journey
(07:42) The Power of Stock Picking: A Historical Perspective
(11:41) The Art of Writing: Crafting a Book on Investing
(27:06) Embracing Loss: Lessons from Babe Ruth and Investing
(37:00) The Six Traits of Rule Breaker Stocks
(42:27) Traits of Rule Breaker Companies: A Deep Dive
(46:40) The Importance of Overvaluation in Stock Selection
(47:51) Learning from Past Mistakes: The Yahoo Experience
(49:46) Identifying Top Dogs: The Case of Tesla
(58:46) The Role of Consumer Experience in Investing
(1:03:58) Conscious Capitalism: Merging Profit with Purpose
(1:09:38) The Future of AI in Investing
(1:17:59) Long-Term Thinking in Investing
Resources for this episode
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Published on 1 month, 3 weeks ago
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