Styleboxing

Rule Breaker Investing

The Motley Fool

Investing, Business

4.5 • 928 Ratings

🗓️ 9 December 2015

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Frameworks – especially those that can be explained in a matrix – are common in investing, but what should rule-breaking investors think about them? David Gardner discusses the pros and cons of those ubiquitous style boxes, and shares a couple of his own.

Transcript

Click on a timestamp to play from that location

0:00.0	It's the Rule Breaker Investing Podcast with Motley Full Co-founder David Gardner.
0:07.0	And welcome back to Rule Breaker Investing.
0:13.7	Style boxing.
0:15.5	That's our topic this week.
0:17.3	And this is not the kind of boxing that is presently
0:19.9	on offer in the silver screens, and it sounds like Creed has gotten a really good critical
0:24.8	reception, not a movie I've seen yet.
0:26.2	I did enjoy that first Rocky.
0:28.0	There's that kind of boxing, but I'm talking about more the framework-y style boxing and that's we're going to talk about that this
0:35.0	episode but first I just want to mention that this is a framework and
0:38.4	frameworks are of enduring interest to me and I think a lot of rule breakers. In fact the October 7th
0:44.4	podcast, the rule breaker investing podcast entitled, how investors should think
0:49.1	about thinking is very much about frameworks and how we use them.
0:53.0	I really encourage you if you're new to our podcast to go back and listen to that October 17th.
0:58.0	So we're going to be talking about frameworks here.
1:00.0	We had some consultants come visit us recently at Fool HQ and I think we all
1:07.4	know the joke about consultants and consultants make this joke about themselves and
1:12.0	it's that they've always got their own framework.
1:14.5	Generally they have a matrix.
1:15.6	It's usually like a four box matrix, right?
1:17.6	There's an X axis and a Y axis.
1:19.6	And each one is going to lead into one of four quadrants that everybody fits into depending
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.