The Rule Breaker Investing podcast highlights 2024 successes, stock picks, and upcoming trends
From Nasdaq: 2024-12-23 23:25:00
From the Rule Breaker Investing podcast’s 2024 highlights to a second chance at investing in successful stocks, this news roundup covers a range of topics. With “Double Down” stock recommendations and reflections on the year, including a Besties episode, and a preview of upcoming podcasts, there’s something for every investor. Don’t miss out on these valuable insights! The Rule Breaker investing podcast Besties are here, with theme music selected by producer Dez Jones. Longtime listener Erick DeVore provided the music. Bestie number 1 goes to optimism with Bill Burke, blending real-world experience with research-backed perspectives. Burke’s view on optimism versus hope and his insights on training our minds towards positivity stood out. In a world anxious for reasons to believe again, Burke’s message is timely and relevant. Burke reflects on his podcast appearance, sharing insights on hope versus optimism and the timeless nature of baseball. Sports analogies add an extra layer of fun to the conversation. In a recent podcast, Bill Burke predicts that social media and news consumption will decrease in 2025, citing exhaustion and a growing movement to limit smartphone use, especially among younger generations. He believes this trend will be positive for everyone’s mental health and overall well-being. Burke’s bold prediction is based on anecdotal evidence and a desire for a break from information overload.
David Gardner and Bill Burke discuss the potential impact of reduced social media and news consumption on Meta Platform stock performance. While they acknowledge the importance of usage metrics, they emphasize the need to focus on the positive outcomes of limiting smartphone and social media use, particularly in schools. Burke expresses optimism about the potential benefits of disconnecting from digital media in the coming year.
In a previous podcast episode, David Gardner reviews a risk assessment framework that assigns numerical ratings to stocks based on 25 specific points of evaluation. Motley Fool analysts Andy Cross and Emily Flippen analyze the risk ratings of Kinsale and Chewy, providing listeners with a tangible method for assessing risk in their own investments. The episode empowers listeners to understand and estimate risk, emphasizing the importance of avoiding significant losses over time. Rand Stagen was awarded Bestie number 3 for his long-term leadership insights on the podcast. He emphasizes the importance of patient, continuous effort in business and life, paralleling successful stock investing. Rand urges leaders to integrate purpose with profit, compassion, and authenticity for elevated performance and humanity. Congratulations to Rand on his Bestie win!
Rand reflects on the timelessness of leadership principles, drawing parallels between investing, business, and life. He discusses the Greeks’ recognition of chronological and divine time, emphasizing the importance of patience and avoiding impulsivity. Rand shares a quote from John Bogle, “Time is your friend, impulse is your enemy,” highlighting the dangers of reactive decision-making in investing. In December 2016, Jack Bogle was interviewed for Why We Invest. The conversation touched on the idea of a love letter, surrendering to win, and the long game of investing and business. The podcast hosts discussed their relationship and shared hopes for a more unified future in 2025.
Rand Stagen expressed a wish for more understanding and humanity among Americans and around the world in 2025. David Gardner agreed and shared optimism for the future. They also discussed the potential for another podcast collaboration in the coming year.
David Gardner and Rand Stagen concluded their conversation with well wishes for the holidays and a prediction for a future Rule Breaker podcast episode in 2025. They reflected on the value of stepping outside the norm and discussed the dual role of artists and collectors in the world of art investing. Art investing goes beyond mere purchases by building relationships with insightful dealers, understanding cultural context, and seeking iconic subject matter. The Carolls celebrate their virtual Bestie win, discussing their Art Basel Miami experience and the importance of an actively engaged appraiser on your team of experts. They emphasize the significance of de-accessioning in art collection planning and the unpredictability surrounding estate tax exemptions. In a recent podcast, experts discussed the importance of carefully planning your art collection for the future. They emphasized the need for collectors to consider their legacy and educate their children about the value of the artwork they own. The conversation also touched on the process of accession and the significance of ensuring your collection reflects your values and stories.
Looking ahead to 2025, art experts predict a resurgence of interest in younger and lesser-known artists. They anticipate a shift away from established artists and towards more innovative and diverse works. The hope is that collectors will support underrepresented artists by funding acquisitions for museums and galleries, ultimately increasing diversity in permanent collections.
A recent review of stock samplers over six years revealed impressive returns, outperforming the S&P 500 average by a significant margin. The experiment, which tracked 150 stock picks against market averages, demonstrated the potential for individual stock selection to yield strong results. The findings challenge the common belief that beating the market is based solely on luck, highlighting the value of strategic investment decisions. The Motley Fool’s stock samplers have outperformed the market over three year windows, with a 239% average return versus the S&P 500’s 119%. Even the worst performing five stock sampler during the COVID era is down just 8.3% on average, showing the importance of holding onto big winners for long-term success in Rule Breaker investing.
A recent podcast on dividend investing highlighted the decline in dividends over the years, but also discussed their practical benefits, such as providing a cash cushion during downturns and enforcing discipline on companies. Guests Matt Argersinger and Buck Hartzell emphasized that dividends don’t signal the end of growth for a company and that not all buybacks lead to genuine shareholder returns.
Matt Argersinger reflected on the performance of companies discussed in a previous podcast, noting that RPM International hit a new all-time high and raised its dividend by 11%. The Hershey Company, while facing challenges due to high cocoa prices, may be acquired by Mondelez according to reports. Mondelez attempts to acquire Hershey for the second time, a challenging task due to the trust ownership structure. Starbucks sees a 30% rally in stock since new CEO Brian Nichols’ announcement in August. Canadian stocks like MTY Food Group and Enghouse show strong performance with dividend increases and business growth. Brookfield Infrastructure sees a 40% increase in stock value since May. Buck Hartzell shares his wish for Americans to lead as exemplars in the world. – David Gardner and guests discuss the importance of teamwork, civility, and focusing on overall success, rather than individual achievements, in companies and sports teams. They emphasize the need for incentives aligned with winning as a team.
– Matt Argersinger reflects on two successful years for the stock market, with the S&P 500 up nearly 30% in 2024. He advises investors to prepare for potential volatility in 2025 and to look for opportunities amid market fluctuations.
– David Gardner shares insights on long-term investing and the benefits of staying committed to the market. He discusses the impact of XPRIZE challenges on innovation and how bold initiatives can reshape industries and global systems. Elaine Hungenberg highlights the importance of contrarian thinking and ethical considerations in driving breakthroughs. Elaine Hungenberg and David Gardner reflect on the importance of inclusive innovation and investing in the current era of contrarian thinking. Elaine shares her wish for 2025, hoping to see solutions for global challenges as opportunities for exponential growth. David celebrates Rule Breakers and the power of looking for solutions and opportunities in difficulties.
In a special podcast episode, David Gardner experiments with AI technology, letting ChatGPT ask him investing questions. The conversation highlights the integration of new technology with timeless investing principles, showcasing the importance of adapting to new landscapes without abandoning core values. The episode reveals the potential of human-centered AI in enriching, not replacing, investing judgment.
Following the success of the AI experiment, a new episodic series of Rule Breaker Investing is born, featuring baseball-themed questions posed by ChatGPT. The episode marks the beginning of a new chapter in the podcast’s journey, blending innovative technology with traditional investing values. The series continues to push boundaries and explore new ways of thinking in investing.
The Market Cap Game Show World Championships, featuring Motley Fool advisors Andy Cross and Bill Mann, becomes a standout moment in the podcast’s history in 2024. The intense competition showcases the advisors’ knowledge and skills in guessing market caps, providing an engaging and memorable experience for listeners. The event highlights the fun and educational aspects of investing in a unique and entertaining way. Andy Cross reflects on a high-stakes investing competition with Bill Mann, admitting a major error in market cap estimation for Synaptics. Despite the mistake, Cross emerged victorious, showcasing the unpredictable nature of investing. Mann humorously laments his defeat, comparing it to a buzzer-beater in basketball. Both look ahead to future trends, with Mann predicting continued dominance of US tech giants in 2025. Cross expresses excitement for an upcoming book on NVIDIA’s success. The expansion of AI technology and automation is set to impact companies across all sectors, with expected earnings potential of 13% for the S&P 500. Warren Buffett’s Berkshire Hathaway annual meeting is eagerly anticipated, as investors hope to see the 94-year-old CEO in person. The Motley Fool podcast reflects on community, relationships, and growth in investing. Jason Moore predicts AI-powered animal communication tools, while Dave Geck focuses on personal improvement at 71 years old. Dave Geck hopes for David Gardner to start a new annual segment on reviewing his five stock samplers. Jim emphasizes the importance of respectful conversations and focusing on the good in others. Jason Trice highlights the sense of community and hopes to support and build more communities in 2025. Adam Nelson reflects on personal growth and predicts big changes in the coming year. Mike McMahon focuses on self-improvement and plans to utilize AI to enhance his learning in 2025. Jason Newman cherishes the friendships formed through Rule Breaker Investing and appreciates the remarkable work done by David and the team. Former Facebook executive Randi Zuckerberg and Motley Fool board member Andy Cross, along with other prominent investors, shared their insights and reflections on the transformative power of artificial intelligence and the impact it will have on our lives by 2025. The Rule Breakers investing community celebrated a successful year, with producer Dez Jones receiving praise for her work. The podcast, Besties 2024, was a hit with listeners, showcasing the diverse expertise of special guests and providing valuable investment advice. The Motley Fool team, including David Gardner and Bill Mann, shared their positions in various stocks and options, highlighting their commitment to informed investing practices. The podcast series has been a source of inspiration and education for listeners, embodying the spirit of Foolish investing.
Read more at Nasdaq: The Best of “Rule Breaker Investing” 2024