Uploaded July 2021 | Updated September 2026, 3 days ago
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: twitter.com/DavidGFool
Rule Breaker Investing Podcast: podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738
Motley Fool on the web: 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
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338
Buying a Tesla?
🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
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: twitter.com/DavidGFool
Rule Breaker Investing Podcast: podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738
Motley Fool on the web: 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
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338
Buying a Tesla?
🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
