March 2023 Mailbag: Mind the GAAP

Rule Breaker Investing

The Motley Fool

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

4.5 • 928 Ratings

🗓️ 29 March 2023

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

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Summary

The end of the month is here again, so we're tossing you the keys and letting you drive. Sure enough, you're taking us somewhere smarter, happier, and richer!

(7:46) Is Gamifying Life Bad?
(10:42) Pushing the Limits of the GKC Score
(21:18) Diversification vs. Stock Concentration
(31:13) Education and Questioning
(44:06) Transparency and Scorekeeping
(52:54) A Blind Spot for GAAP?
(1:11:01) Bring Rule Breakers Together

Stocks Mentioned: AMZN, NFLX, SBUX, ATVI, NET

Host: David Gardner
Guests: David Kretzmann, Andy Cross, Tim Beyers
Producer: Rick Engdahl

Transcript

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0:00.0	What do you get after a month of great quotes and blasts from the radio past and the signs of questioning and a quarterly game show?
0:09.0	Well, you get a mailbag with 18 pages of notes, all which I love to read only some of which will fit on any given mailbag episode which is what this is this month's mailbag episode joined by David Kretsman, Andy Cross, and Tim Byers, all four of us ready to give our best A's
0:27.8	to your awesome cues. It's the March 2023 Mailbag, only on this week's Rule Breaker Investing.
0:34.7	It's the Rule Breaker Investing Podcast with Motley Full Co-founder David Gardner.
0:46.0	Welcome back to Rule Breaker Investing. Yep, it's one of those months with five Wednesdays, which always makes us replete with
0:52.2	us to talk about in a mailbag episode.
0:55.2	We had four preceding episodes in the month of March 2023 here on Rule Breaker Investing.
1:00.7	We started with greatotes, volume 16.
1:03.0	And while I didn't get any particular notes about Great Quotes, volume 16, this month,
1:08.0	I do just want to reiterate one of those five great quotes.
1:11.0	Of course, I love them all.
1:12.0	I so enjoyed doing that series over the years.
1:14.1	Of course, that was volume 16.
1:16.2	How about the fifth and final one?
1:18.3	From the movie Gladiator Proximo saying,
1:20.8	win the crowd and you will win your freedom. That's advice in particular
1:26.3	to entrepreneurs. If you miss that, if you feel inspired by that quote, if you
1:30.4	love that movie, or if you're an aspiring entrepreneur I would
1:33.4	highly recommend the first episode of this month great quotes volume 16 from there we
1:38.7	moved on to Blast from the radio past got a lot of great mail about that one, of course joined by my brother
1:44.5	Tom Gardner and our longtime producer, Matt Greer.
1:48.7	We went back over some of the hilarious quotes, at least in my mind, they get funnier as time goes by 20 years later from the Motley Fool radio show back in the day a cavalcade of wonderful guests Roger Ebert appearing on that episode.
	...

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