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Rule Breaker Investing

Five Idle Thoughts of a Summer’s Day, Vol. 2

Rule Breaker Investing

The Motley Fool

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

4.5928 Ratings

🗓️ 16 July 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

As summer in the Northern Hemisphere kicks into second gear, David unveils the second volume in this episodic series. He explores the four types of capital, speaks to the importance of embracing good ol’ “R”eality, brings back an honest-to-goodness pet peeve, and unravels a spool of cool words that rhyme with “Fool.”Grab your lemonade, find a comfy spot in the shade, and join us under the summer sun! Companies Discussed: AMZN, NVDA Host: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Race the rudder, raise the sails, raise the sales!

0:05.0

Captain, an unidentified ship approaching. Over.

0:07.0

Roger that. Wait, is that an enterprise sales solution?

0:13.0

Reach sales professionals, not professional sailors.

0:17.0

With LinkedIn ads, you can target the right people by industry, job title, and more.

0:21.4

To get £100 off your first campaign, go to LinkedIn.com slash lead to claim your credit.

0:26.6

That's LinkedIn.com slash lead. Terms and conditions apply.

0:30.3

Summer days have a way of making us slow down, reflect, and muse over the little things in life. I'm in the mood for heading out where my whimsy

0:40.7

takes me this week, as the novelist Dorothy Sayers might put it. It's a sampler not of five

0:46.2

stocks like the ones reviewed last week in my review of Palluzza 2025 episode, not of five

0:52.6

stocks, but of five thoughts. So grab your lemonade, find a comfy

0:58.1

spot in the shade, and join me as we explore five idle thoughts of a summer's day, volume two,

1:06.6

only on this week's Rule Breaker Investing.

1:15.8

It's the Rule Breaker Investing podcast with Motley Full co-founder, David Gardner.

1:21.0

Welcome back to Rule Breaker Investing.

1:21.7

Happy summer.

1:26.7

I realize that only applies to, I don't know, about half the world, those of us in the northern hemisphere, it is the depth of winter

1:28.5

in various places for our southern foolish friends. But indulge me, if you will, wherever you are

1:34.3

with some idle thoughts of a summer's day. This is volume two, which means I did this once before.

1:39.5

Yep, last year, this same week. I think I was in the same kind of whimsical mood. And so here I find

1:45.2

myself again with you. Thanks for joining me this week for five idle thoughts. Before we get started,

1:51.4

I want to mention next week, I'm excited to welcome back a past guest on this show, Sam Verbeek,

...

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