David Gardner: Crushing The Market With Stocks That Break The Rules

Chit Chat Stocks

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

*****************************************************

JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Sign-up for a bond account at Public.com/chitchatstocks

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

*********************************************************************

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat

*********************************************************************

Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.