Rule Breaker Investing

Welcome back to our quarterly Market Cap Game Show! Two past champions—Andy Cross and Yasser El-Shimy—take the stage to test their market-cap mettle (and yours) across ten public companies, vying for a spot in the 2026 March Market Cap Madness World Championships. From tech titans and international hotel brands to down home Texas fare and online car shopping, the matchups run from familiar to delightfully unexpected—plus plenty of banter.

Can you outscore Andy, Yasser, or both? Play along, challenge your market cap intuition, and discover the surprising values of companies you know and love (and maybe a few you’ve never heard of!).



Companies mentioned: ASR, CARG, CEG, CME, GOOG, LKQ, MAR, NXP, PGR, TXRH



Sign up for The Motley Fool’s Breakfast News here: ⁠www.fool.com/breakfastnews⁠



Order David’s Rule Breaker Investing book here: ⁠https://www.amazon.com/gp/product/1804091219/

Host: David Gardner

Guests: Andy Cross, Yasser El-Shimy

Producers: Bart Shannon, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices

A 5-minute listen from Chapter 3 of the Rule Breaker Investing audiobook, out September 16. In “After Yesterday,” David tells the CNBC story of a co-host stunned that he still liked cloud stocks—after yesterday—and why Rule Breaker investors don’t let yesterday’s tape write tomorrow’s script. Enjoy the excerpt, then share it with a friend who could use a smarter, happier, richer mindset.



Pre-order Rule Breaker Investing (hardcover, e-book, audiobook) wherever you buy books.



Host: David Gardner

Producer: Bart Shannon
Learn more about your ad choices. Visit megaphone.fm/adchoices

All year long we’ve opened each episode with a “Page Breaker Preview” sneak peek from David’s forthcoming book. Today, we’ve stitched those 35 snippets into a single, chronological highlight reel—a mini-audiobook that traces the arc of Rule Breaker Investing: from first principles and habits, through stock-picking traits and portfolio rules, to the capstone ideas that tie it all together. With light context, lots of personality, and a lively tempo, this week’s one-of-a-kind episode plays like a curated mixtape of the book’s big ideas.

It’s out next week!

Pre-order Rule Breaker Investing: https://www.amazon.com/gp/product/1804091219/

Reactions or favorite excerpts? Write us: rbi@fool.com

Host: David Gardner

Producer: Dan Boyd

Companies mentioned: ADBE, AMZN, AXON, CMG, CRM, ISRG, META, NFLX, NVDA, SBUX, SHOP, TSLA


Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re launching a new series—10 Years Later—where we open a time capsule, revisit a 5-Stock Sampler on its 10th birthday, and see what really happened. First up is our original (9/2/2015) sampler, 5 Stocks for the Next 5 Years: a motley mix that spanned Latin American e-commerce, rural convenience, blockbuster gaming, frontline cybersecurity, and kitchen-tech roll-ups. Longtime Fool Rick Munarriz joins as David’s sidekick to share the what, why, and when of these stocks’ march through the decade.

How did each of these stocks do? How about the sampler’s overall outperformance? David & Rick extract the key lessons. Rule Breaker Investing isn’t just about keeping score; it’s about learning how (and why) we win.



Companies Discussed: ATVI, CASY, GOOG (legacy of FEYE/MNDT), MELI, MIDD



Sign up for The Motley Fool’s Breakfast News here: www.fool.com/breakfastnews



Pre-order David’s upcoming Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/



Host: David GardnerGuest: Rick MunarrizProducer: Bart Shannon
Learn more about your ad choices. Visit megaphone.fm/adchoices

For summer’s final Mailbag, a listener shares how he dropped sports betting and picked up investing, while another wants to know how to allocate portfolios as a Rule Breaker. David brings back Motley Fool Chief Investment Officer, Andy Cross, to discuss tools for tracking your portfolio against the S&P 500, thinking briefly about dividend allocation, then answering the question, “If you were investing your first $1,000 today, what would your approach be?” Those gems, along with Author in August Sam Horn—like a river—running through it!

Sign up for The Motley Fool’s Breakfast News here:www.fool.com/breakfastnews

Pre-order David’s upcoming Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/



Host: David GardnerGuest: Andy CrossProducer: Bart Shannon
Learn more about your ad choices. Visit megaphone.fm/adchoices