10 Years Later: 5 Lesser Known Rule Breakers

Rule Breaker Investing

The Motley Fool

Business, Investing, Invest, Rulebreaker, Stocks, Company, Growth, Stockmarket, Fool, Foolish

4.5 • 928 Ratings

🗓️ 12 November 2025

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 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 Guest: Anders Bylund Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	10 years ago this week, November 11, 2015, we launched our second ever five stock sampler,
0:07.5	five lesser-known rule breakers.
0:10.8	Lesser known, none of them was a household name.
0:13.9	In fact, I'd say even today, 10 years later, how many people really recognize company names like
0:19.4	Middleby or Globus Medical?
0:22.6	Well, today we fire up the time machine 10 years to the week later to see what actually happened through recessions, pandemics, acquisitions, and all the surprises a decade can deliver.
0:36.8	We'll score our returns against the S&P 500, then answer the questions that matter.
0:42.8	Mostly, what do we get right?
0:44.5	What do we get wrong?
0:46.0	Were we missing anything?
0:47.8	I've invited longtime Motley Fool writer Anders Beelin to join me as we talk through some lessons
0:52.9	you can use on your next 10-year
0:55.7	journey five lesser-known rule breakers 10 years later. Only on this week's rule breaker investing.
1:05.0	It's the rule breaker investing podcast with Motley Full co-founder David Gardner.
1:13.3	Welcome back to Rule Breaker Investing.
1:16.0	30 times I picked a five-stock sampler on this show 30 times where I said,
1:21.6	here's a theme, here's a basket, let's go beat the market, and learn some great lessons together. Well, as history shows,
1:28.7	we did beat the market. Not every time, but most of these samplers were picked to play a game
1:34.8	that lasted three years and we won. We beat the S&P 500, but, you know, three years is just three
1:41.3	years. I'm much more interested in seeing how they play out over the only
1:45.4	term that counts to me the long term. So with every passing year on this podcast, we did a
1:51.2	review of Paloosa check-in one, two, and three years later to see how these stocks had done. But then we
	...

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