10 Years Later: 5 Stocks to Feed the Bear

Rule Breaker Investing

The Motley Fool

Business, Investing

4.4 • 959 Ratings

🗓️ 11 February 2026

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ten years ago this week, in the teeth of a downturn, David picked five stocks under the banner “5 Stocks to Feed the Bear.” This week, he and longtime Fool Rick Munarriz revisit that full basket—not after a month, a quarter, or a year, but after a much better, truer timeframe for the Rule Breaker Investor: 10 years. To the very day.Which stocks did David get really right? Which ones really wrong? And why? As always, in this third installment of our new episodic series, it’s not about cherry-picking highlights—it’s about accountability and perspective. It’s about what a 10-year scorecard teaches that the financial media’s shorter windows simply can’t.And the results of this sampler—along with the full program of all 30 5-stock samplers—once again prove the eye-popping success and durable wins that come to Rule Breaker investors. 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: CRI, ELLI, IPGP, MELI, PLNTHost: David GardnerGuest: Rick MunarrizProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	10 years ago, February 10th, 2016, to be exact, I launched my third five-stock sampler,
0:07.5	five stocks to feed the bear. The market had broadly declined from August 2015 to February
0:14.6	2016. Many rule-breaker stocks were down double-digit percentages, and had we started a bear market well early on
0:24.7	that week's podcast i said i thought a lot of the bad stuff had already happened so it was time to pick
0:30.8	some stocks five stocks to feed the bear today we fire up the machine. It's 10 years later to see what actually
0:40.1	happened through recessions, pandemics, acquisitions, and all the surprises a decade can deliver.
0:47.9	We'll score our returns against the S&P 500, then ask the only questions that matter what we got
0:54.0	right, what we got wrong.
0:56.1	Were we missing anything?
0:57.8	Well, I've invited back my sidekick who helped us launch this series, Rick Bunaras,
1:01.7	to bring the goods, numbers, and stories.
1:04.2	We're going to talk about the lessons that you can use on your next tenure journey.
1:09.5	So, five stocks to feed the bear, 10 years later, only on this
1:15.9	week's rule breaker investing. It's the rule breaker investing podcast with Motley Full co-founder,
1:23.2	David Gardner.
1:29.6	Welcome back to Rule Breaker Investing.
1:30.7	I hope you had fun.
1:34.8	I sure did with Wired founder Kevin Kelly last week.
1:37.9	I think that's probably a bestie for 2026.
1:46.2	So if you didn't get to hear our conversation, I completely recommend Kevin Kelly and his views of the future for your listening pleasure. All right. Every 10 weeks, we open a time capsule on rule breaker investing. A past
1:53.2	five-stock sampler hits its 10-year birthday. This very week in 2016, I picked five stocks in the face of a possible bear market.
2:02.9	And now here we are doing something you're rarely going to see on financial TV or podcasts or really any medium.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.