10 Years Later: 5 Winners in a Thinking World
Rule Breaker Investing
The Motley Fool
4.4 • 959 Ratings
🗓️ 6 May 2026
⏱️ 55 minutes
🧾️ Download transcript
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| 0:00.0 | 10 years ago, May 4th, 2016, to be exact, I launched my fourth five-stock sampler, five winners |
| 0:08.0 | in a thinking world. Michael Bloomberg had just given a commencement speech to the University of Michigan, |
| 0:14.4 | and my pal and longtime fool Morgan Houssel had excerpted in his social media feed this line from Bloomberg, and I quote, |
| 0:23.5 | for the first time in human history, the majority of people in the developed world are being |
| 0:28.8 | asked to make a living with their minds rather than their muscles. Bloomberg had said, |
| 0:36.5 | and so it was time for me to pick five stocks that would seem |
| 0:39.8 | to do well in an increasingly thinky, thinking world. Well, today we fire up the time machine |
| 0:46.6 | 10 years later to see what actually happened through recessions, pandemics, acquisitions, |
| 0:53.3 | and all the surprises a decade can deliver. |
| 0:56.9 | We're going to score our returns against the S&P 500, then ask the only questions that matter. |
| 1:02.5 | What do we get right? What do we get wrong? And what can we learn from that? I've invited back |
| 1:07.9 | my longtime fellow rulebreaker Tim Byers to bring the goods. Some numbers, |
| 1:12.6 | some stories. We'll talk about the lessons you can use on your next 10-year journey. Five |
| 1:18.5 | winners in a thinking world 10 years later. Only on this week's Rule Breaker Investing. |
| 1:26.9 | It's the Rule Breaker Investing podcast with Motley Full co-founder, David Gardner. |
| 1:35.9 | And welcome back to rule breaker investing. A delight to have you with me for this episode of |
| 1:41.8 | 10 years later, which we're about to get into. But before we do, I want to |
| 1:46.2 | mention next week's podcast. It's, it's my birthday. It's my annual birthday present from you to me. |
| 1:54.4 | It's what you have learned from David Gardner. I've done this every year, the last several. |
| 1:59.4 | If there's something that you've learned |
| 2:01.3 | from me from this podcast, from my book, from our business The Motley Fool, or any random board |
| 2:07.3 | game suggestion I may have given you. Whatever you may have learned from me, I would love to hear |
... |
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