March 2023 Mailbag: Mind the GAAP

Rule Breaker Investing

English - March 29, 2023 19:00 - 1 hour - 70.1 MB - ★★★★ - 888 ratings
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Previous Episode: The Market Cap Game Show: Dodging The Dark Arts

Next Episode: Telling Their Stories, Vol. 5: Finding Your Tribe

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