Essays From Yesterday, Vol. 6

Rule Breaker Investing

The Motley Fool

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

4.5 • 928 Ratings

🗓️ 4 September 2024

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this sixth installment of Essays from Yesterday, David takes us on a journey back through time to revisit some of his earliest (and sometimes prophetic) investment writings from his days as a Motley Fool newsletter contributor. From reflections on the volatility of 2007-8, to introducing new terms like “Big Dumb Money,” and thoughts on building mental frameworks for investing, David reacts to his past essays with fresh insights for today’s markets. Join us as we explore the lessons learned from history and how they continue to guide our investing journeys today.

3:56 - #1 January is the Best Month

12:14 - #2 Big Dumb Money

21:34 - #3 Frameworks for Investors

31:46 - #4 Fool’s Eye on Investing

Companies Discussed: CHKP, CSCO, FTNT

Host: David Gardner
Producer: Desirée Jones

Transcript

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0:00.0	I got a secret for you.
0:03.0	Actually, it's a secret investing weapon for you.
0:07.0	One word for you, and no it's not plastics, it's history.
0:11.0	It's secret because most people don't have much of it.
0:15.5	They follow the many financial media outlets,
0:18.1	through TV and social media display
0:20.2	and promotes such a short memory.
0:24.0	Quoting stocks minute to minute, throwing the bells and whistles of our attention at whatever's,
0:29.0	whatever's just happened.
0:31.0	Well as a fool, I love to look back. The lessons we really learn, I would say learn and earn, are a consequence of observing and living through history measured in years, not hours or days.
0:45.0	Well, for years, I wrote short essays to kick off our monthly Motley Fool issues.
0:50.0	Mailed, that's right, snail mailed back in the day out to members.
0:55.0	Well, today the Motley Fool is pretty much fully digital, we don't do paper copies anymore,
1:00.0	and we don't do opening essays.
1:02.0	But I put a lot of time into those essays and they occurred
1:06.6	over a long narrative arc of history, 2002 to 2017. 15 years worth of investing lessons in Motley Fool Stock Advisor and Motley Fool
1:17.8	Rule Breakers. So in this world of now, now, now.
1:23.0	I say you and I start September 2024
1:26.0	by getting smarter, happier, and richer today
1:29.0	for the lessons learned yesterday. Essays from yesterday.
1:33.0	Essays from yesterday, volume six, only on this week's Rule Breaker Investing.
1:39.0	It's the Rule Breaker Investing Podcast with Motley Full Co-founder David Gardner.
	...

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