4.5 • 928 Ratings
🗓️ 10 July 2024
⏱️ 48 minutes
🧾️ Download transcript
In this landmark episode, David reviews and shares perspectives and learnings from the entire collection of 30 five-stock samplers picked from 2015 to 2021, and reviewed into 2024. Using his special 10 1/2 chapter format, David reflects on the themes, results, and lessons from six years of stock picking. How’d we do?! Discover the highs and lows, the glory and the pain, and the enduring principles of Rule Breaker Investing.
Companies Discussed: AAPL, AMZN, BKNG, DIS, GOOG, IPGP, MELI, NFLX, NVDA, PTON, SE, TDOC, TSLA, TWOU
Host: David Gardner
Producer: Desiree Jones
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0:00.0 | 30 separate times about every 10 weeks on this podcast over six years. |
0:05.0 | I picked five stocks. I chose a theme that made sense to me at the time, sometimes |
0:09.9 | sublime, sometimes silly. And then I thought to myself, |
0:14.0 | what are the five best recommendations |
0:16.0 | that I can come up with for stocks that fit that theme? |
0:20.0 | Aiming, of course, always to beat the market market the S&P 500 otherwise hey why are we bothering |
0:26.6 | then one year later we reviewed the picks and then another year passed the two year |
0:32.2 | review yep two years later we never forget we hope you wouldn't also |
0:35.8 | we scored everything transparently and accountability because we're fools |
0:40.1 | you should expect that of us. Then the three-year review, which would always be the most telling. |
0:47.0 | First, because of course three years had passed, |
0:49.0 | since I'd picked those five stocks with the increasing passage of time we really can be smarter |
0:54.3 | about what has happened and why and what we can learn and that's the smarter part |
0:59.2 | but if I'd done my job well then we'd also be happier and richer too and that three year review was the |
1:06.2 | most telling because most of the time we ended the game right there we're going |
1:11.0 | to keep holding those stocks in real life, mind you. You should too if you own them. But had I kept reviewing all 30 of my samplers in years four and five and six and so on, we wouldn't have had time to do much else on this podcast. |
1:26.0 | So 30 separate times I picked five stocks, |
1:29.0 | what I've also called my five stock samplers, |
1:31.0 | and with this episode, |
1:32.0 | we're going to review and learn from the whole |
1:37.2 | shabang the whole glorious experiment the glory and the pain it's our review of Palusa Ultima in 10 and a half |
1:47.8 | chapters only on this week's Rule Breaker Investing. It's the Rule Breaker Investing Podcast with Motley Full Co-founder David Gardner. |
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