December 2025 Mailbag: “Am I a Fool?”

Rule Breaker Investing

The Motley Fool

Business, Investing

4.4 • 959 Ratings

🗓️ 31 December 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

It’s the final Rule Breaker Investing podcast of 2025, and the year ends as it always does—with your Mailbag. David shares his annual year-forward market call, then works through listener notes that capture the heart of the Foolish journey. We hear from a father investing alongside his seven-year-old son, an investor who audited his own selling history and discovered just how early he’d stepped off some great rides, and Fools thinking carefully about contribution timing, position sizing, and excellence that keeps winning. Along the way, David revisits core ideas like letting winners run, being a “for” person, and ultimately answers the question that brings the year full circle: How do you know—really know—Am I a Fool? Companies mentioned: CRWD, NFLX, RKLB, SPOT, TSLA Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Once you get to the end of things, it gives you a perspective you never could have had because
0:05.3	you needed to get to the end of the story in order to see what happened and to then reflect more
0:11.7	knowingly on what went before. That's what happens for me every year right around this time.
0:18.4	We made it to the end, the end of this year, 2025. You can look back on it.
0:24.2	You now see all that happened, all the good, all the bad, all the fair to Midland. And so we now
0:31.1	have the privilege of perspective what you simply couldn't have had about 2025? 52 weeks ago.
0:38.9	We can now, all of us, see the whole thing.
0:43.6	Zooming out one level, we can now engage in what I call portfolio level thinking.
0:50.3	So here we are, at the end of it all, 2025.
0:54.3	This is the last Rule Breakerbreaker investing podcast of this year.
0:58.2	Next week's episode will appear, as always, on Wednesday at noon eastern,
1:02.7	but next Wednesday is January 2026.
1:06.9	So here at the end of it, 2025, we'll close things out as we do every month.
1:12.2	It's your mailbag.
1:13.8	And so let's do it.
1:15.4	Only on this week's Rule Breaker Investing.
1:19.8	It's the Rule Breaker Investing podcast with Motley Full co-founder, David Gardner.
1:28.2	Welcome back to Rule Breaker investing. Happy, yeah, sure, happy New Year.
1:33.5	A delight to have you join with me this holiday week across the entire world.
1:38.3	And yeah, I just want to review maybe briefly before we get into it my market call that I made at the start of this year.
1:44.8	Actually, I made it on this very podcast last year. And I said in 2025, I think the market's going
1:50.6	up this year. And fortunately, from that vantage point in December, 2024, I got it right once again.
	...

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