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Cover of Rule Breaker Investing by David Gardner

Rule Breaker Investing

David Gardner · 2024

David Gardner's distilled growth investing philosophy after 30 years of market-beating returns at The Motley Fool. How to identify, buy, and hold innovative companies through years of volatility and Wall Street skepticism. Gardner recommended Amazon in 1997 at $4, Netflix in 2004, Shopify in 2016. Three decades of documented returns make this the final exam of the investor's curriculum.

The case against

One reviewer’s verdict: “the core strategy is flawed,” arguing the method amounts to buying a basket of already-expensive top-dog stocks and hoping one turns into a moonshot, hardly a system for a beginner. That reviewer singles out Nvidia specifically, pointing to its past run while the stock already sits near a multi-trillion valuation, a scale where Gardner’s kind of return gets far harder to repeat. More than one reader reads the whole thing as “mostly an advertisement for the Motley Fool platform,” tying a portfolio-sizing rule straight back to how many new picks the paid service sends out each year. A longtime podcast listener finds “not much new here that hasn’t been espoused before,” and the tone never shifts register, upbeat from page one to the last. Throw in “too many stupid metaphors” and the cheerleading wears thin fast.

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