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Rule Breaker Investing

Reviewapalooza!: A Tiger by the Tail

Rule Breaker Investing

The Motley Fool

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

4.5928 Ratings

🗓️ 16 November 2022

⏱️ 58 minutes

🧾️ Download transcript

Summary

It's time to check in on some 5-stock samplers. Will 5 Stocks That Will Press On keep pressing on? Will 5 Stocks for Conscious Capitalism create some win-win-wins? Emily Flippen is here to talk us through the ups and downs.

  • (11:14) 5 Stocks That Will Press On
  • (31:05) 5 Stocks for Conscious Capitalism

Stocks Mentioned: CHWY, ECL, ZBRA, ODFL, CNI, CRUS, ETSY, CRM, NEE, ROKU

Host: David Gardner
Guest: Emily Flippen
Producer: Rick Engdahl

Transcript

Click on a timestamp to play from that location

0:00.0

30 separate times about every 10 weeks on this podcast over six years.

0:04.6

I picked five stocks.

0:06.0

I chose a theme that made sense to me at the time, sometimes sublime, sometimes silly.

0:12.1

And then I thought to myself myself what are the five best recommendations

0:15.3

that I can come up with for stocks that fit that theme? Aiming of course always to

0:21.3

beat the market the S&P 500 otherwise hey why are we bothering

0:25.6

then one year later we review the picks and then another year passes the two-year review.

0:33.4

Yep, two years later, we never forget, we hope you wouldn't also.

0:37.0

We score everything transparently and accountability because we're fools, you should expect that of us,

0:44.0

and then the three-year review,

0:46.0

which is going to be the most telling.

0:48.0

Why?

0:49.0

Well, first, because three years have passed

0:52.0

since I picked the five stocks.

0:53.6

We really can be smarter about what has happened and why and what we can learn.

1:00.0

That's the smarter part, but if I've done my job well,

1:02.4

then we'll also be happier and richer too.

1:06.3

Now that three-year review is also telling because most of the time we end the game right there.

1:11.6

We're going to keep holding those stocks in real life, mind you, you

1:16.2

should too if you own them, but if I kept reviewing all 30 of my samplers in years four and five

1:22.4

and six, well we wouldn't have time to do much else on this

1:25.2

podcast 30 separate times I pick five stocks what I've also called my five stock

...

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