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Rule Breaker Investing

Reviewapalooza!: The Good, the Bad, And the Ugly

Rule Breaker Investing

The Motley Fool

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

4.5928 Ratings

🗓️ 14 September 2022

⏱️ 59 minutes

🧾️ Download transcript

Summary

Some companies beat the market; some companies get in trouble with the law. So it's important for us to come back every year and check the score for our 5-stock samplers — warts and all.

(3:06) Pet peeves revisited
(5:45) Why we review our stock picks
(11:03) Review: 5 Stocks Indistinguishable from Magic
(29:14) Review: 5 Stocks with a Tailwind Blow
(56:54) Overall scorecard for all 30 5-stock samplers

Stocks Mentioned: PEGA, APPN, RGEN, SEDG, ASML, NVDA, ROKU, TTD, NEE, TDOC, WM

Host: David Gardner
Guests: Sanmeet Deo, Rick Munarriz
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.

0:04.8

I picked five stocks. I chose a theme that made sense to me at the time,

0:10.3

sometimes sublime, sometimes silly.

0:13.0

And then I thought to myself,

0:15.0

what are the five best recommendations that I can come up with for stocks that fit that theme?

0:21.0

Aiming, of course, always to beat the market, the S&P 500,

0:25.9

otherwise, hey, why are we bothering?

0:29.4

Then one year later we reviewed the picks

0:31.5

and then another year passes, the two-year review.

0:34.2

Yep. Two years later we never forget we hope you wouldn't also. We score

0:39.3

everything transparently and accountably because we're fools. You should expect that of us.

0:45.5

And then the three-year review, which is going to be the most telling. Why is that?

0:51.1

Well, first of all, three years have passed since I picked those five stocks we really can be

0:56.7

Smarter about what's happened and why and what we can learn after three full years and that's the smarter part but if I've done

1:06.0

my job well then we'll also be happier and richer as well.

1:11.8

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

1:15.4

right there. We're going to keep holding those stocks in real life, mind you, and you

1:20.1

should too if you own them. But if I kept reviewing all 30 of my samplers

1:26.1

in years four and five and six, et cetera,

1:30.1

we wouldn't have time to do much else on this podcast.

1:33.6

Well, 30 separate times I've picked five stocks,

1:36.1

what I've also called my five stock samplers,

...

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