October 2025 Mailbag: Add Up, Don’t Double Down

Rule Breaker Investing

The Motley Fool

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

4.5 • 928 Ratings

🗓️ 29 October 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

From Diwali’s lights in India to a “spiffy-drop” on Netflix, this Mailbag travels widely and thinks deeply. A listener celebrates the Rule Breaker habit of lighting candles, not fanning flames, while others ask how to “Add Up, Don’t Double Down” in practice, what makes a business cyclical, and how to think about price momentum. Plus, a 67-year-old Fool goes all-in, a Boilermaker misses Investor Island, and a Brit reminds us that some “periods of time” are best left to translation. Sign up for The Motley Fool’s Breakfast News here: www.fool.com/breakfastnews Order David’s Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Companies mentioned: AMZN, CRWD, MELI, META, NFLX, NVDA, RKLB, SHOP, TOST Host: David Gardner Producer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	In a world that sometimes feels too good at fanning flames, this week's mailbag reminds me,
0:06.5	we are a community of candle lighters.
0:09.4	We've got investors naming their portfolios, questioning their habits,
0:13.9	redefine their sleep numbers, and yes, still joking about repetitive acronyms.
0:19.1	We're traveling from Davali Diaz to Dutch diligence,
0:23.1	from a Netflix spiffy drop to an IRA named Operation Freedom. So, here's to the builders,
0:31.3	the optimists, and the rule breakers. In a little milestone this week, it is our 120th mailbag together.
0:40.6	Only on this week's Rule Breaker Investing.
0:45.0	It's the Rule Breaker Investing podcast with Motley Full co-founder, David Gardner.
0:53.1	Welcome back to Rule Breaker Investing. Yes, the sound of rules being broken. I know some of our
0:59.7	longtime listeners tend to turn it down just as the music plays out and the voice plays out so they
1:04.8	don't have to hear the, yeah, the sound of rules being broken. This is a really fun month for me personally.
1:10.4	I hope it was for you.
1:12.8	It culminated last week in Fulfast, which is our annual gathering with members, full one members in
1:19.3	this case, who all flew in from around the country and really around the world to be with my brother
1:25.2	Tom Gardner, our CEO, with me, with all of our advisors and
1:29.3	analysts, so many of our staffers. It was a real delight. And I know I'm speaking to some of you
1:34.4	who were with me last week, and thanks for joining us. You'll also note, if you have an already
1:39.8	dear listener, that my voice is not 100% this week. I would say it's about 82% right now. At the end
1:46.4	of Foolfest, it was down to about 18%. I was squeaking, barely able to make things
1:52.0	listenable. I'm happy to say here recording Tuesday afternoon, October 28th, I'm most of the way
1:58.6	back, but I know you will detect that this is a little bit more
	...

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