Ten years ago this week, in the teeth of a downturn, David picked five stocks under the banner “5 Stocks to Feed the Bear.” This week, he and longtime Fool Rick Munarriz revisit that full basket—not after a month, a quarter, or a year, but after a much better, truer timeframe for the Rule Breaker Investor: 10 years. To the very day.
Which stocks did David get really right? Which ones really wrong? And why? As always, in this third installment of our new episodic series, it’s not about cherry-picking highlights—it’s about accountability and perspective. It’s about what a 10-year scorecard teaches that the financial media’s shorter windows simply can’t.
And the results of this sampler—along with the full program of all 30 5-stock samplers—once again prove the eye-popping success and durable wins that come to Rule Breaker investors.
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Companies mentioned: CRI, ELLI, IPGP, MELI, PLNT
Host: David Gardner
Guest: Rick Munarriz
Producer: Bart Shannon
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