March 2023 Mailbag: Mind the GAAP - podcast episode cover

March 2023 Mailbag: Mind the GAAP

Mar 29, 20231 hr 17 min
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Episode description

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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March 2023 Mailbag: Mind the GAAP | Rule Breaker Investing podcast - Listen or read transcript on Metacast