David Gardner, 6 traits to beat the market, rule breakers & legacy

06/11/2025 1h 23min
David Gardner, 6 traits to beat the market, rule breakers & legacy

Listen "David Gardner, 6 traits to beat the market, rule breakers & legacy"

Episode Synopsis

In this Australian Retirement Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss:

– Beating the market vs indexing

– The “lose to win” philosophy and position sizing

– The six traits of rule-breaker companies

– Conscious capitalism, purpose and culture



If you love learning about growth investing and finding outliers, subscribe to the Australian Retirement Podcast on ⁠Apple⁠, ⁠Spotify⁠, or ⁠YouTube⁠!

Follow us on ⁠Instagram⁠ and ⁠TikTok⁠ for more investing insights.



Topics Covered

– Beating the market: why David still believes individuals can outperform and why most don’t try

– Lose to win: accepting frequent small losses to capture rare, massive winners (Babe Ruth analogy)

– Six rule-breaker traits: top dog & first mover, sustainable edge, strong price action, leadership/backers, brand love, and “overvalued” narratives

– Final thoughts & how to learn more: AI’s role in research (not a reason to quit stock picking) and making portfolios reflect our best vision for our future



Resources for this episode

⁠Ask a question (select the Retirement podcast)⁠

⁠Visit TermPlus to learn more⁠



Rask Resources

⁠All services⁠

⁠Financial Planning⁠

⁠Invest with us⁠

⁠Access Show Notes⁠

⁠Ask a question⁠

⁠We love feedback!⁠



Follow us on social media:

Instagram: ⁠@rask.invest⁠

TikTok: ⁠@rask.invest⁠



DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

⁠https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices