David Gardner: How to Pick the Big Winners w/ Motley Fool Co-Founder (Ep. 397)

David Gardner is the co-founder of the Motley Fool. We dive into his Rule Breaker Investing framework and how to pick the big winners in the stock market.

David Gardner on Twitter: https://twitter.com/DavidGFool
Rule Breaker Investing Podcast: https://podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738
Motley Fool on the web: https://fool.com

Timestamps:
2:15 how do you manage to continually outperform the market
5:40 how many employees do you have?
6:15 getting into the weeds of marketing does that give you a deeper appreciation for what a growth company needs to grow?
7:30 what is 600 employees used for and COVID impacts?
9:25 Rule breaking starts
10:00 picking individual stocks and can the average person beat the S&P 500 or passive investors?
12:07 I’m an index investor, what are my expectations of picking single stocks? Higher returns or more time?
13:58 do you share your own portfolio?
15:57 how has your research changed over the years?
19:30 what is the defining trait for your best researchers?
22:50 if you have to restart motley fool today and you have to hire one researcher, how would you pick them?
24:39 have you always been an out of the box and challenge conventional wisdom?
26:50 how do you see both sides of the story without being bias?
30:33 how do you learn how to learn both sides? Dave asks Dave?
33:08 A great quote from David
34:20 what did you teach your kids about investing?
37:32 how is social media and the internet effecting investing
39:35 how do you see the instant gratification effect everything?
41:55 what are your thoughts on crypto
44:42 Dave’s view on crypto
47:17 Generalist, who do you see as upcoming founders and what do you look for?
49:38 4 things I look in a founder
52:49 what do you think of strategy of the founders? The breaking of the rules!
56:46 lovers quarrel quote
58:50 Can motley fool seem like a pick a stock and forget it? Not actually teach?
1:03:52 how often do you look at macros?
1:07:10 are people questioning capitalism? Monetary policy?
1:12:35 how important are financials?
1:13:50 6 rule breaker rules
1:16:40 do you play bridge?
1:18:00 but does financials come natural to you? You have to know the basics
1:22:00 is concentration really a bad thing? Diversifying really the key? Let them win.
1:25:30 The sleep number
1:27:03 Concentration in what you own and the talking of the greys
1:29:10 How do you keep calm and detach from the market? Can a normal people do it?
1:33:06 conclusion

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Видео David Gardner: How to Pick the Big Winners w/ Motley Fool Co-Founder (Ep. 397) канала Dave Lee on Investing