Rule Breaker Investing – Détails, épisodes et analyse

Light mailbag as we pre-recorded early in the month. But always a few things to talk about. Small things come in good packages! Happy Labor Day Weekend to all USA Fools.

Host: David Gardner
Producer: Desirée Jones

Games have always been central to the human experience, shaping the way we think, interact, and understand the world. This week, as part of our Authors in August series, David welcomes back philosopher C. Thi Nguyen to explore the deeper implications of games in our lives. From ancient pastimes to modern video games, we delve into why games matter, how they reflect our agency, and what they teach us about ourselves. With his book Games: Agency as Art, Nguyen reveals the profound ways games act as a form of artistic expression and how they can even influence the way we navigate life’s challenges. Whether you’re a dedicated gamer or simply curious about the philosophical underpinnings of play, this conversation offers insights that extend far beyond the gaming table.

Also, this is a reminder that our August Mailbag episode drops this Saturday. Whether you’re on the road for Labor Day Weekend or just relaxing at home, be sure to tune in, our 106th consecutive monthly mailbag will be there for you!

(1:34) Intro C.Thi Nguen

(4:51) Why we play games

(11:58) What does it mean to play a game?

(19:13) Striving Play vs. Achievement Play 

(31:21) A game that people think is not a game?

(34:43) What's not a game people think is a game? 

(54:13) Buy Sell or Hold

Producer: Desirée Jones

It’s Rule Breaker Investing’s first-ever outtake — what stock could we NOT feature on last week’s Market Cap Game Show, and why? Bill Barker joins in for a few laughs. David closes out “5 Stocks Pursued by a Bear,” explores with Jim Mueller if The Motley Fool gives options advice, and welcomes a visit from Sean Milliken, head of the Fool’s latest fund. Mailbag!

Companies Discussed: AAPL, AXON, DAVA, NFLX, PTON, SNBR, TTD, U, Z

Host: David Gardner
Guests: Bill Barker, Sean Milliken, Jim Mueller
Producer: Desiree Jones

We're all gonna die! Today's collection of cautionary tales will show you just how shocking and scary the world can be if you don't plan for the inevitable.

(7:17) The Ghost of Paisley Park
(14:31) A Tale of Tractor Terror
(18:15) The Headless Slugger
(22:44) The Alien Who Loved Me
(30:53) Night of the Living Document
(35:41) No Mere Mortal Can Escape the Estate of the Thriller
(43:53) A Nightmare on Wall Street

Host: David Gardner
Guest: Robert Brokamp
Producer: Rick Engdahl

Professional athletes have it made, right? Surely they're all millionaires and don't need any financial advice. Or maybe it's not that simple? Sem Verbeek is an up and coming tennis professional who has his eye on winning championships and promoting financial freedom for his fellow athletes. Foolishly.

Host: David Gardner
Guests: Sem Verbeek, George Khalaf
Producer: Rick Engdahl

Did Abe Lincoln really say that? Sometimes the quotes are worth repeating, even if the attribution is suspect. Somebody said it after all, and the wisdom of words rings true regardless.

• (4:15) Things That Matter
• (10:17) Your Best Vision
• (14:23) Sharpen The Axe
• (19:08) Understand More; Fear Less
• (30:11) A Mile In Their Shoes

Host: David Gardner
Producer: Rick Engdahl

How do you get started with a career in finance? What about a career in financial freedom? These questions, plus a look at stocks in the penalty box, on today's mailbag episode.

Stocks Mentioned: NFLX, SNOW, BLUE

Host: David Gardner
Guests: Tim Beyers, Rick Munarriz, Megan Brinsfield, Jennifer Gennaro Oxley
Producer: Rick Engdahl

Disclosure: 
“Motley Fool Wealth Management, or Fool Wealth, is an investment adviser registered with the SEC. Fool Wealth is an affiliate of and a separate entity from The Motley Fool. While similar in name, we operate independently of each other, meaning Fool Wealth uses its own team, entirely separate from The Motley Fool, in its investment decision making and daily operations. The Motley Fool also conducts its investment decision making and daily operations independent of Fool Wealth. This discussion with Fool Wealth is for educational purposes only and should not be construed as investment advice.”

Last time we played the game, returning champions Yasser El-Shimy and Brian Stoffel had to be content with a tie at 5 points apiece. Of course we couldn't let that stand, so they're back to battle once more, and this time we have the listener-submitted "Stevens Sudden Death Rule" to prevent another draw. Will we need to invoke the new rule?

Stocks Mentioned: SNBR, MRK, CELH, MAA, MDB, AMZN, MELI, AXON, TTD, CFLT, COHR, SQ, ZG, CPRT, ETSY, NET

Host: David Gardner
Guests: Yasser El-Shimy, Brian Stoffel
Producer: Rick Engdahl

Some companies beat the market; some companies get in trouble with the law. So it's important for us to come back every year and check the score for our 5-stock samplers — warts and all.

(3:06) Pet peeves revisited
(5:45) Why we review our stock picks
(11:03) Review: 5 Stocks Indistinguishable from Magic
(29:14) Review: 5 Stocks with a Tailwind Blow
(56:54) Overall scorecard for all 30 5-stock samplers

Stocks Mentioned: PEGA, APPN, RGEN, SEDG, ASML, NVDA, ROKU, TTD, NEE, TDOC, WM

Host: David Gardner
Guests: Sanmeet Deo, Rick Munarriz
Producer: Rick Engdahl

Don't you hate it when people keep long lists of pet peeves? That's why we're here to get those peeves off the list and out into the airwaves. And you can do the same -- hit us up @RBIPodcast and let us know what bugs ya!

Host: David Gardner
Producer: Rick Engdahl