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Rule Breaker Investing

Reviewapalooza!: Two Out of Three Ain't Bad

Rule Breaker Investing

The Motley Fool

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

4.5928 Ratings

🗓️ 9 February 2022

⏱️ 68 minutes

🧾️ Download transcript

Summary

Let’s review and see how those samplers are doing. 5 Stocks Shrouded in Mystery: off to Foolhalla in the win column! 5 Stocks that Spark Joy: still sparking joy! And 5 Stocks Rolled Up At Random... well as the late, great Meatloaf crooned, two out of three ain’t bad.

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.

0:04.7

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

0:08.4

sometimes sublime, sometimes silly. And then I thought to myself, what are the five best recommendations that I can come

0:16.1

up with for stocks that fit that theme? Aiming of course always to beat the market, the

0:22.4

S&P 500 because otherwise why are we bothering

0:27.0

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

0:31.9

yep two years later, we never forget.

0:34.0

We hope you wouldn't also.

0:36.4

We score everything transparently and accountability

0:39.4

because we're fools.

0:40.8

You should expect that of us, and I would say yourself too and then the three year review

0:45.8

Which is going to be the most telling and why is that well first because three years have passed since I picked the five stocks

0:52.2

We really can be smarter about what has

0:54.9

happened and why and what we can learn with the greater passage of time so that's

1:00.8

the smarter part but if I've done my job well then we'll also be happier. We hope richer too

1:08.0

Now that three-year review is also important because most of the time we end the game right there. We're going to keep

1:14.7

holding these stocks in real life mind you. You should too if you own them but if I

1:19.7

kept reviewing all 30 of my samplers in years four or five and six etc well we

1:25.2

wouldn't have time to do much else on this podcast so 30 separate times I

1:29.8

picked five stocks what I've also called my five stocks samplers, and we're going to review three of those

1:35.7

samplers this week. Five stocks rolled up at random, five stocks that and Rick Munaris only on this week's Rule Breaker Investing.

1:55.0

It's the Rule Breaker Investing Podcast with Motley Full Co-founder David Gardner.

...

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