February 2023 Mailbag: What's Past is Prologue

Rule Breaker Investing

The Motley Fool

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

4.5 • 928 Ratings

🗓️ 22 February 2023

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

This month we spent some time looking back to the past in order to have a better view of the future. But our mailbag brings it all to the here and now!

(6:50) Trust is the Coin of the Realm
(11:49) A Dismal Performance
(18:42) The Trouble with Hindsight
(34:01) Navigating the GKC
(49:23) Dialing in your Sleep Number

Companies Discussed: AMZN, FVRR, LMND, CRWD, TCEHY, TDOC, FSLY, AMD, NVDA, TTD

Host: David Gardner
Guests: Jim Mueller, David Kretzmann
Producer: Rick Engdahl

Transcript

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0:00.0	From its outset, February was often a month, well for this podcast anyway, of looking back.
0:07.0	Essays from yesterday, volume four, blast from the past, volume 7.
0:13.0	Your mailbag this month largely reflects that,
0:16.0	and in particular is looking back
0:18.0	at the recent past of the stock market's performance,
0:21.0	which in the words of one listener has often been dismal
0:24.4	both the market at large and many of our fool favorite picks so let's talk about
0:30.3	that the ups and the downs I'll have full analyst Jim Mueller on portfolio
0:34.8	moves timing and more than once this week the phrase Gardner Kretsman
0:40.9	continuum pop back up.
0:42.8	So you know what?
0:44.5	I Gardner will be joined as well later on by David Kretsman.
0:48.3	In the house this week, we got the band back together only
0:52.1	on this week's Rule Breaker Investing.
0:54.0	It's the Rule Breaker Investing Podcast with Motley Full Co-founder David Gardner.
1:01.0	Welcome back to Rule Breaker Investing.
1:05.7	Yes, it was a month often of looking back, although the only reason that I spend much
1:10.4	time looking back is I like history and I think history can help us live
1:15.4	forward better so when we go blast from the past or reread essays from yesterday
1:21.6	it's largely in order to be reminded of what's happened in the past
1:27.0	and what we did in the past, what you and I thought and did,
1:30.4	and can we do it better going forward?
	...

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