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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