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Rule Breaker Investing


Rule Breaker Investing

2025 March Market Cap Madness: Andy vs. Matt

Wed, 05 Mar 2025

The Olympics. The World Cup. The Super Bowl. These competitions bring the world together to back their favorite teams as they compete for the ultimate title. But March Market Cap Madness has an even bigger draw, because you not only get to root for your favorite; you get to compete! Strap in and get your pencils ready, it's go time!

Companies discussed: DAVA, DUOL, GXO, UA, JNJ,  SMMT, AX, ROKU, DDOG, IOT, FICO

Host: David Gardner
Guests: Andy Cross, Matt Argersinger
Producer: Rick Engdahl

February 2025 Mailbag: Simple Stocks

Wed, 26 Feb 2025

Peter Lynch taught us to buy what we know. Can successful investing be that simple? And if we know and love the companies we own, how should we go about selling them? How are we supposed to remember why we bought these stocks in the first place? All this and more in month's mailbag!

Companies Mentioned: TTD, AXON, COST, AAPL

Host: David Gardner
Producer: Rick Engdahl

Pet Perks, Vol. 2

Wed, 19 Feb 2025

Little things can make a big difference. From spotting hidden competitive advantages in investing to rediscovering the joy in work, this episode is packed with moments that brighten our days. David shares fresh “pet perks” across investing, business, and life—including seeing through dark clouds, the thrill of entrepreneurship, and the simple magic of a car wash. Tune in to celebrate “the small joys that make everything better”!

Companies Mentioned: NFLX, TSLA, WMT

Host: David Gardner
Producer: Rick Engdahl

Stock Stories, Vol. 10: Frosty Campfire, Fiery Stocks

Wed, 12 Feb 2025

Every stock tells a story; it takes humans to find the meaning in it. This week, five Fools gather around our suddenly snowy campfire once more to share remarkable stock stories featuring lessons on patience, transformation, and long-term success. From a legendary auto auction company to the footwear brand everyone underestimated, we hope these stories send off fiery sparks to ignite your interest in Rule Breaker Investing. Plus, a look back at Apple’s historic journey from its 1980 IPO to becoming one of the most valuable companies in history.

Host: David Gardner
Guests: Andy Cross, Kirsten Guerra, Jason Moser, Sanmeet Deo
Producer: Heather Horton

Companies Mentioned: AAPL, AXON, CPRT, CROX, ZTS

Old, New, Borrowed & Blue, Vol. 9

Wed, 05 Feb 2025

Some ideas stand the test of time. Others push us forward into an exciting, ever-changing future. This week, we revisit an old lesson about building bridges instead of walls, explore five cutting-edge innovations reshaping our world, dive into the power of social capital, and reflect on the hidden strength of habits—through the lens of a world-renowned board game designer. Whether it’s investing, relationships, or daily life, this episode will challenge how you think about connection, progress, and the routines that define us.

Host: David Gardner
Producer: Heather Horton

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