Rule Breaker Investing March 2026 Mailbag: Habits, Hacks & “Boom”
Mar 25, 2026
Listeners probe whether contrarian rules hold up and share hard data from the Market Cap game. A debate about habits, recipes, and algorithmic approaches to investing sparks a larger look at how we learn and decide. A clever Google News trick reveals foreign headlines. And a quirky locker-room sound debate contrasts “Bamm” with “Boom” while pondering shared-space manners.
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Episode notes
Adding To Winners Over Time
- David Gardner recounts listener Matt Hard buying Axon after a Rule Breaker Investing recommendation and repeatedly adding at higher prices.
- Matt bought Axon in April 2020 and continued buying up to much higher prices, illustrating adding to winners over time.
Disagree Trick Fails Market Cap Game Test
- Rich Kaplan tracked 24 Market Cap Game Show agree/disagree choices and found disagree was correct 13 times versus agree 11 times.
- The result was essentially coin-flip, suggesting the suggested trick to 'always disagree' does not reliably work.
Be Careful Publishing Tactical Shortcuts
- David warns that publicly sharing a strategy can change behavior and invalidate the test because contestants may adapt their ranges.
- He notes the Heisenberg-like effect on the Market Cap Game Show after Rich suggested 'disagree' as a tactic.
