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September 17, 2025 66 mins

Jason and Jeff interview David Gardner, co-founder of The Motley Fool, to talk about his new book 'Rule Breaker Investing,' investing philosophies, and a friendly stock-picking competition.


00:48 Welcoming David Gardner

01:27 David's Early Investing Journey

03:24 The Rule Breaker Philosophy

08:52 The Importance of Holding

19:30 Valuation and Intangibles

33:16 Misunderstandings of Rule Breaker Investing

37:23 Reflecting on Stock Picks and Surprises

37:48 The Humility in Investing

38:27 Lessons from Stock Picking

41:42 The Value of Direct Stock Buying

43:11 Fun with Stock Picking Games

43:55 Introducing the Smattering Six

46:06 Stock Picking Contest

01:04:06 The Importance of Long-Term Investing

Companies mentioned: AMZN, AX, CPNG, MELI, NVDA, PCOR, TBBB, TMDX, WRBY

Check out David’s new book: https://www.rulebreakerinvesting.com/

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