Start / Rule Breaker Investing / March 2023 mailbag mind the gaap

Rule Breaker Investing

March 2023 Mailbag: Mind the GAAP

77 min • 29 mars 2023

The end of the month is here again, so we're tossing you the keys and letting you drive. Sure enough, you're taking us somewhere smarter, happier, and richer!

(7:46) Is Gamifying Life Bad?
(10:42) Pushing the Limits of the GKC Score
(21:18) Diversification vs. Stock Concentration
(31:13) Education and Questioning
(44:06) Transparency and Scorekeeping
(52:54) A Blind Spot for GAAP?
(1:11:01) Bring Rule Breakers Together

Stocks Mentioned: AMZN, NFLX, SBUX, ATVI, NET

Host: David Gardner Guests: David Kretzmann, Andy Cross, Tim Beyers Producer: Rick Engdahl

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