Rule Breaker Investing 10 Years Later: 5 Winners in a Thinking World
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May 6, 2026 Tim Beyers, longtime Motley Fool analyst with decades covering tech and investing, joins to revisit five stocks picked ten years ago. They walk through biotech, streaming pivots, data-platform disruption, social media buyouts, and real estate iBuying missteps. Short scenes cover acquisitions, competitive shifts, and what a true 10-year mindset looks like.
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Splunk Delivered Big Returns Then Got Bought
- Splunk was a leader in operational and machine-data analytics in 2016 and later acquired by Cisco in March 2024 at $156.90 a share.
- The buyout produced ~221% return for the sampler versus the S&P's ~149% over the comparable period.
Innovation Can Seed Its Own Disruption
- Splunk created a market with its own query language but later faced disruption as open-source tools and competitors used standard SQL to handle logs more cheaply.
- That commoditization threatened Splunk's model, making acquisition an attractive outcome before further decline.
Twitter Was A Top Performer And Then Sold
- Twitter was selected as a contrarian pick for its unmatched real-time distribution despite leadership and monetization questions.
- It was acquired by Elon Musk in October 2022 at $54 a share, returning
264% from the 2016 entry ($14.84).