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Rule Breaker Investing

Reviewapalooza!: Too Little Too Late

Rule Breaker Investing

The Motley Fool

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

4.5928 Ratings

🗓️ 14 June 2023

⏱️ 69 minutes

🧾️ Download transcript

Summary

Did you hear? We're back in a bull market! Not soon enough for these 5-stock samplers to recover, perhaps, but at least they're headed in the right direction. Today we're sending 5 Stocks for America off to Sad Foolhalla, but 5 Stocks, Pursued by a Bear has one more year to pull out a win. It's scorekeeping time, Fools!

  • (06:39) 5 Stocks, Pursued by a Bear with Asit Sharma
  • (37:02) 5 Stocks for America with Nick Sciple

Companies Discussed: PTON, TTD, AXON, U, Z, SAM, ETSY, SBUX, TTWO

Host: David Gardner
Guests: Asit Sharma, Nick Sciple
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,

0:10.0

sometimes sublime, sometimes silly.

0:13.0

And then I thought to myself,

0:14.2

one of the five best recommendations

0:16.4

that I can come up with for stocks that fit that theme.

0:20.2

Aiming, of course, always to beat the market, the S&P 500 otherwise hey why are we bothering

0:26.7

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

0:32.8

Yep.

0:33.8

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

0:37.6

We score everything transparently and accountably,

0:40.8

because we're fools.

0:41.8

You should expect that of us and then the three-year review which

0:46.2

is going to be the most telling and why is that well first because three years have

0:50.4

passed since I picked those five stocks, we really can be smarter about what has

0:56.0

happened and why and what we can learn. Well that's the smarter part but if I've

1:00.0

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

1:05.1

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

1:10.1

right there.

1:11.1

We're going to keep holding those stocks in real life, mind you and you should too, if you own them, but if I kept reviewing all 30 of my samplers in years 4 and 5 and 6, well we wouldn't have time to do much else on this

1:24.3

podcast so 30 separate times I've picked five stocks what I've also called my

1:29.8

five stock samplers and we're gonna review two of those samplers this week.

...

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