May 2026 Mailbag: Divvy-Pops, Jellybeans & the Kids of Kopachuk

Rule Breaker Investing

The Motley Fool

Business, Investing

4.4 • 959 Ratings

🗓️ 27 May 2026

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

What happens when Nvidia’s annual dividend suddenly exceeds David’s original Motley Fool cost basis—six times over? This month’s Mailbag brings back a Foolish old term, “divvy-pop,” while also revisiting the power of doing less, holding more, and letting great companies keep surprising you.Also inside: a Buffett-meets-Rule-Breaker reflection from British Columbia, a jellybean contest gone mathematically sideways, a GameStop question that runs straight into the Snap Test, and a closing shout-out to Mr. Ernst’s personal finance class at Kopachuck Middle School in Gig Harbor, Washington—where the next generation is already learning that investing means ownership. Companies Mentioned: AAPL, AMZN, ANET, BIDU, BN, BRK.A, BRK.B, CHWY, EBAY, ⁠FFH.TO⁠, GME, GOOG, ISRG, MELI, META, NFLX, NVDA, SHOP, TMFC, TSLAHost: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	What does a giant Nvidia dividend increase have to do with a spiffy pop?
0:06.6	Is GameStop secretly trying to become something the world has never seen before?
0:11.1	What's the best lesson to learn from Warren Buffett?
0:14.0	After all these years, and could a middle school teacher in Gig Harbor, Washington,
0:19.5	quietly be helping create the next generation
0:22.6	of rule breaker investors. Oh, and did I really guess twice the number of jellybeams in a jar
0:28.8	because I use the wrong geometry formula? It's a delightfully motley set of questions, stories,
0:34.4	and reflections sparked by your notes throughout the month of May.
0:38.5	It's now the last Wednesday of the month, so it's time for your mailbag.
0:42.4	Only on this week's Rule Breaker Investing.
0:46.6	It's the Rule Breaker Investing podcast with Motley Full co-founder, David Gardner.
0:55.6	Welcome back to Rule Breaker Investing.
0:58.5	Let's look back over the month it was for this podcast.
1:01.4	We kicked it off on May 6th with 10 years later, five winners in a thinking world.
1:07.5	It was the first podcast I did this month, joined by my longtime sidekick, Tim Byers from
1:12.3	The Motley Fool. We went back exactly 10 years to the week to revisit five stocks I'd picked in May
1:18.4	of 2016 and score what actually happened over a full decade. More than just the scorecard,
1:25.2	though, we explored why certain companies won and lost,
1:28.8	what changed, what didn't, why a 10-year holding period remains to me anyway.
1:33.4	Just a beautiful and underappreciated time frame to score yourself with your investing,
1:39.1	though I will say I do prefer it when we beat the market with my samplers, and this one did not.
1:44.8	And then came May 13th, second Wednesday of the month.
	...

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