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,
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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
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47:16
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47:16
9 Foolish Truths I Hold to Be Self-Evident: 2025
Today is that day—once every two years—when this podcast goes back to basics and we restate and recommit to the eternal verities David sees in business, in investing, and in Rule Breaker Investing. So put down those oars, join us aboard our sailboat, and let the winds guide you back toward these valuable core beliefs. Whether you’re well steeped in Foolishness or at the beginning stages of your investing journey, these are nine foundational truths not to be forgotten.
Stocks Mentioned: AMZN, GOOG, HUBS, ISRG, MELI, MRNA, NFLX, PFE, SBUX
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
Producer: Bart Shannon
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50:52
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50:52
Blast from the Past, Vol. 11: Character
David slips on his Fred Roger’s cardigan to revisit five valuable lessons, intertwined with the theme of “how to win in life.” Pulled from classic episodes spanning the last decade of weekly podcasts, David spotlights lessons that light candles—at a time when too many are busy fanning flames.
The five growth-minded blasts from the past:
Roy Spence on being a “For” Person
“Do you have a ________ friend?”
Accept responsibility; blame no one
Judge yourself by your results, and others by their intentions
Sam Horn’s “proactive grace”
An oh-so-timely Blast from the Past—equal parts warmth and backbone—here to help you lead with character, win with kindness, and keep the light on for others. Fool on!
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
Producer: Bart Shannon
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39:40
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39:40
September 2025 Mailbag: The House That Netflix Built
It’s a Mailbag of gratitude as the reviews are rolling in for David’s new book. A listener invests $100 for each of his daughters’ birthdays, positioning them for success in their financial futures, as another listener follows David’s advice: “Add up, don’t double down.” David also shares some Strat-o-matic memories and reminds us that the math is always against you when it comes to sports betting. Plus, listener and host swap stories on selling Netflix (years ago) to build and buy their homes…
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
Producer: Bart Shannon
Learn more about your ad choices. Visit megaphone.fm/adchoices
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45:22
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45:22
Market Cap Game Show: Planes, Steaks & Automobiles
Welcome back to our quarterly Market Cap Game Show! Two past champions—Andy Cross and Yasser El-Shimy—take the stage to test their market-cap mettle (and yours) across ten public companies, vying for a spot in the 2026 March Market Cap Madness World Championships. From tech titans and international hotel brands to down home Texas fare and online car shopping, the matchups run from familiar to delightfully unexpected—plus plenty of banter.
Can you outscore Andy, Yasser, or both? Play along, challenge your market cap intuition, and discover the surprising values of companies you know and love (and maybe a few you’ve never heard of!).
Companies mentioned: ASR, CARG, CEG, CME, GOOG, LKQ, MAR, NXPI, PGR, TXRH
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: Andy Cross, Yasser El-Shimy
Producers: Bart Shannon, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
Pre-order David's new book, Rule Breaker Investing, to dive deeper into these game-changing principles: https://lnk.to/rulebreakerinvesting
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