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Rule Breaker Investing

Check-In: 5 Winners in a Thinking World

Rule Breaker Investing

The Motley Fool

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

4.5928 Ratings

🗓️ 3 May 2017

⏱️ 22 minutes

🧾️ Download transcript

Summary

This time last year, David picked “5 Winners in a Thinking World,” highlighting 5 companies for the Information Age (or is it the Internet Age?). As always, these were meant as long-term picks (3 years at least), but today we’re checking in to see how they’ve doing in year one. Did you buy shares? Are you doing a happy-dance?

Transcript

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0:00.0

Thanks to Slack for supporting the Motley Fool.

0:02.2

Slack is a messaging app which brings together

0:04.4

all your team's communications in one place,

0:06.8

making work simpler and more productive.

0:09.8

Go to W.W.

0:11.5

Slack.com to learn more.

0:14.0

more.

0:16.0

It's the Rule Breaker Investing Podcast with Motley Full Co-founder David Gardner.

0:20.0

Welcome back to Rule Breaker Invest. Gardner.

0:23.8

Welcome back to Rule Breaker Investing.

0:25.2

I'm David Gardner.

0:25.9

Had fun with you with Mailbag last month.

0:28.3

Thank you again for all your wonderful Mailbag submissions.

0:31.8

As promised two weeks ago ago promised for last week but we've

0:35.2

already corrected that and now delivered for you today it's time to review

0:39.9

stock picks that we made on this podcast one year ago this week. It was early May of

0:45.5

2016. The stock market at that point, by the way, had been down about two or

0:49.7

three percent over the previous 12 months. Much has been made about how the stock market

0:54.0

annually has not been down for about eight years now, but the truth is if you look

0:59.3

at it from different points of view, at least when I did this podcast a year ago the market had been down to

1:04.8

that point, those 12 months and so it was kind of a fun time to pick stocks. Now I also

1:09.0

want to mention one other funny thing is I did listen to that episode once again it's the May 4th

...

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