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b"The investment strategy discussed in this week's episode is diametrically opposed to my own value tendencies, but it still one that has done exceptionally well.\\xa0\\xa0\\nMy guest is David Gardner, co-founder of the Motley Fool. He is unique in that he is both a pure investor--a true stock junkie--and an entrepreneur. His energy is remarkable. His positive vibes are something to behold. You'll hear it over audio, but it's ever more palpable in person.\\xa0\\nOur conversation is about finding companies which are breaking rules in the right way and reshaping industries. David's goal is to find these companies early in and hold them forever.\\xa0\\nIf you love investing, you are going to love this regardless of your prior beliefs. Please enjoy my conversation with David Gardner on rule breakers.\\nFor comprehensive show notes on this episode go to http://investorfieldguide.com/gardner\\nFor more episodes go to InvestorFieldGuide.com/podcast.\\nTo get involved with Project Frontier, head to InvestorFieldGuide.com/frontier.\\nSign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.\\nFollow Patrick on Twitter at @patrick_oshag\\n\\xa0\\nBooks Referenced\\n The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail (Management of Innovation and Change)\\n The New Penguin Dictionary of Modern Quotations\\n Moneyball: The Art of Winning an Unfair Game\\n The Motley Fool Investment Guide: How The Fool Beats Wall Street's Wise Men And How You Can Too\\n The Wisdom of Crowds\\n The Motley Fools Rule Breakers Rule Makers : The Foolish Guide To Picking Stocks\\n\\xa0\\nLinks Referenced\\n Totally Absorbed\\n FANG stocks\\nHenry Cloud (author)\\n \\u201cI had a lover\\u2019s quarrel with the world\\u201d by Robert Frost\\nAs You Like it (Shakespeare)\\nInvest Like the Best episod with Morgan Housel\\n Don't Be a Dip: The 1 Thing You Need to Know About Buying on Dips\\nBoard Game Agricola\\nBoardgamegeek.com\\n\\xa0\\nShow Notes\\n2:03 \\u2013 (First question) \\u2013 Among the experiments that David has run in his podcast, which one has he enjoyed the most\\n3:42 \\u2013 A deep dive into the rule breaker mentality that David uses\\n4:39 -\\xa0 The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail (Management of Innovation and Change)\\n7:22 \\u2013 What helps you to not sell a rule breaker amid big drawdowns.\\n7:33 \\u2013 Totally Absorbed\\n8:32 \\u2013 FANG stocks\\n12:25 \\u2013 List of criteria in picking rule breaker stocks\\u2026starting with top dogs and first movers\\n19:34 \\u2013 Second criteria\\u2026visionary leadership and the traits David looks for in a leader\\n22:02 \\u2013 Henry Cloud (author)\\n22:58 \\u2013 \\u201cI had a lover\\u2019s quarrel with the world\\u201d by Robert Frost\\n26:16 \\u2013 Third criteria \\u2013 competitive advantage and moats\\n32:47 \\u2013 The New Penguin Dictionary of Modern Quotations\\n32:49 \\u2013 As You Like it (Shakespeare)\\n40:36 \\u2013 Moneyball: The Art of Winning an Unfair Game\\n41:31 \\u2013 The Motley Fool Investment Guide: How The Fool Beats Wall Street's Wise Men And How You Can Too\\n42:43 \\u2013 Invest Like the Best episod with Morgan Housel\\n42:45 \\u2013 The Wisdom of Crowds\\n43:33 \\u2013 Back to criteria, the fourth one, price momentum\\n45:47 \\u2013 Don't Be a Dip: The 1 Thing You Need to Know About Buying on Dips\\n50:03 \\u2013 Last criteria, something being overvalued and weigh that against the idea of whether a product or service is important based on whether people would miss it\\n52:10 \\u2013 The Motley Fools Rule Breakers Rule Makers : The Foolish Guide To Picking Stocks\\n1:01:21 \\u2013 Looking at David\\u2019s process for finding a stock and analyzing it\\n1:07:38 \\u2013 The importance of taking these criteria in concert and how you can see the power of overvaluation\\n1:10:39 - Board Game Agricola\\n1:10:54 \\u2013 Boardgamegeek.com\\n1:14:38 \\u2013 Kindest thing anyone has done for David\\n\\xa0\\nLearn More\\nFor more episodes go to InvestorFieldGuide.com/podcast.\\xa0\\nSign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub\\nFollow Patrick on twitter at @patrick_oshag"