David Gardner
The Disruptor
Contrarian and drawn to the edge; challenges the settled answer.
David Gardner reads as The Disruptor because his entry logic is built on the very conditions other investors cite as reasons to exit. He buys first movers in emerging industries when conventional money retreats, treats public skepticism as a buy signal, and purchases into strength rather than dips.
“You're right, Barry. And the truth is that if you follow any of these companies, I've littered our conversation with 15 to 20 company names that are really 15 to 20 generationally great stocks.”
“Yeah, and you know, even something as innovative as prediction markets, which I am fascinated by, are also being turned into quick, quick money and or sometimes questionable who can influence the outcomes of prediction markets. So these are unfortunate things where I think they're fascinating to follow.”
“So, I think that, first of all, let's be clear there are things that are overvalued that you and I would not want to buy. But if you're following our conversation, if you're buying a top dog and first mover in an important emerging industry with a sustainable competitive advantage, stellar past price appreciation, excellent management, sm…”
“Because we had built a site that was really fun to visit. We had very active forums. We were publishing multiple times a day. Lots of people are showing up. There were even chat rooms back then, right? People were spending time online. And 40 cents for every hour. So we were starting to hire people.”
Masters in Business: “The Stock Picking Philosophy to Find the Next Amazon with Motley Fool's David Gardner”
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