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Rule Breaker Investing

Where Were They Then?

Rule Breaker Investing

The Motley Fool

Investing, Business

4.5928 Ratings

🗓️ 10 July 2019

⏱️ 63 minutes

🧾️ Download transcript

Summary

Why is it that some of the best Rule Breaker stocks have "crazy" valuations? Jim Mueller joins us for this mailbag-inspired show that looks back at some of our biggest winners, overlooked by so many investors because they were just "too expensive" by traditional metrics.

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Transcript

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0:00.0

Previously on Rule Breaker Investing.

0:02.0

Hi David, writes Darren Pryor.

0:06.5

As a deep value investor, each time I see your weekly stock picks from the various

0:10.3

motley fool Rule Breakers and stock advisors subscriptions I literally

0:14.7

choke and freeze on some of the nose bleed valuation levels only to find that either dismiss

0:20.8

them or jump in way too late after summing up the courage to jump

0:26.0

in mostly on the faith that they've been carefully chosen by yourself and your

0:29.1

team. Both of these reactions have caused me to miss far too many opportunities out of rational fear disguised as sensible decision-making.

0:37.0

To help with my confidence, I'm wondering if you might devote a podcast session to exploring past successful picks and highlighting how pricey they too were at the time of your

0:46.2

recommendation either by price to sales price to earnings market cap

0:49.5

Whatever you feel is the best way to highlight that despite their valuation back then

0:54.2

today they've proven to be brilliant picks. Darren thank you very much.

0:57.8

That's a great idea. I think we're going to do that sometime this summer I'm going

1:01.7

to have an episode let's call it where were

1:04.7

they then and we're going to look at some of our better stock picks in Motley Fool

1:08.4

history and give out the valuations and some of the traditional metrics

1:12.2

where those stocks were trading back then.

1:15.2

We'll be hand-picking of course some of our big monster winners to know that despite looking

1:20.2

dramatically crazily horribly overvalued relative to how most of the world saw them back then

1:27.1

Indeed these stocks went on to be the best stocks better than any of the other performers

1:31.4

So I bet I'll have some of our talented analysts in

1:34.0

and will tell the story of some of those nose bleed valuations

...

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