Rule Breaker Investing 10 Years Later: 5 Stocks to Feed the Bear
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Feb 11, 2026 
Rick Munarriz, longtime Motley Fool analyst known for clear company analysis. He revisits a 10-year stock sampler and discusses which picks soared and which stumbled. They examine causes like buyouts, competition, and demographic shifts. Conversation highlights a standout compounder, resilient subscriptions, and lessons about volatility and long-term perspective.
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Demographics And Retail Costs Hurt Carter's
- Rick attributes Carter's decline mainly to a falling U.S. birth rate and retail cost pressures.
- Rising import duties and shrinking sales forced store closures and margin compression.
IPG Gained But Lagged The Market
- IPG Photonics was a founder-led fiber-laser leader trading at $81.59 in 2016.
- Ten years later it was $113.26, up 39%, but well behind the S&P 500 over the same period.
Revenue Trends Drive Industrial Sentiment
- Rick highlights prolonged revenue declines at IPG as the core problem for investor sentiment.
- He notes revenue began turning up in 2025 after many quarters of decline, hinting at a potential recovery.
