Stock Stories, Vol. 11: Silicon, Supply Chains & Spicy Wings

Rule Breaker Investing

The Motley Fool

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

4.5 • 928 Ratings

🗓️ 15 October 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Every stock tells a story. This week we gather around the campfire for five fresh tales—from silicon driving the AI era to supply-chain software that keeps retail humming, from a Latin American marketplace that became a fintech/logistics flywheel to a spicy franchiser scaling flavor by the bucket… and a legendary spiffy-pop that still makes us smile. Expect lessons in patience, optionality, moats—and why a single day can sometimes pay back an entire cost basis. Companies Discussed: AMD, AQNT, MANH, MELI, WING, Sign up for The Motley Fool’s Breakfast News here:⁠⁠www.fool.com/breakfastnews⁠⁠ Order David’s Rule Breaker Investing book here:⁠⁠ https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: David Gardner Guests: Sanmeet Deo, Asit Sharma, David Meier, Andy Cross Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Some people love superhero stories, enough to spend a billion, a billion dollars at the box office in a single weekend.
0:09.0	Others prefer tear-jerkers.
0:11.0	We all have a favorite bedtime story.
0:14.0	Humans are a storytelling species, from prehistoric campfires to billion-dollar industries,
0:20.0	celeb gossip, sports, the nightly news. from prehistoric campfires to billion-dollar industries,
0:28.0	celeb gossip, sports, the nightly news, all stories that shape how we see the world.
0:30.5	You know, investing is stories too.
0:35.6	Every stock has a mission, a tagline, a roller coaster arc. Look across your portfolio and you'll see tales of innovation,
0:40.3	resilience, and wealth creation. Stories. Well, for the 11th time, we gather around the campfire
0:47.6	this week for stock stories. Four Motley Fool guests, join me with Tales anew,
0:54.0	freshly told to make you smarter, happier,
0:56.9	and richer.
0:58.3	Only on this week's Rule Breaker Investing.
1:02.7	It's the Rule Breaker Investing podcast with Motley Fool co-founder, David Gardner.
1:11.0	Welcome back to Rule Breaker Investing.
1:13.2	You know, we tell a lot of stories on this podcast.
1:16.4	And over the years, I can't even imagine how many stories we have shared.
1:20.9	But one thing's for sure.
1:22.5	We have done stock stories as an episodic series for 11 times counting this week.
1:28.7	If you're a new listener, welcome.
1:30.6	There's a campfire.
1:32.5	Oh my gosh, listen to it.
	...

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