# 10 Years Later: 5 Winners in a Thinking World Page: https://stenobird.com/podcast/rule-breaker-investing-3297/10-years-later-5-winners-in-a-thinking-world Text version: https://stenobird.com/podcast/rule-breaker-investing-3297/10-years-later-5-winners-in-a-thinking-world.md Podcast: [Rule Breaker Investing](https://stenobird.com/podcast/rule-breaker-investing-3297) Published: 2026-05-06T16:06:00+00:00 Episode link: https://tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML6380596786.mp3 Audio file: https://tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML6380596786.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/rule-breaker-investing-3297/episodes/10-years-later-5-winners-in-a-thinking-world Duration seconds: 3354 ## Resource What happens when you actually do the thing most investors only talk about… and hold stocks for a full decade? This week, David welcomes The Motley Fool’s Tim Beyers and together they go back exactly 10 years—to the week—to revisit five companies picked in May 2016, scoring how they really did and, more importantly, asking why. From biotech to big data to media to real estate, this episode is about both the scoreboard and the lessons only time can teach. If you’ve ever wondered what a true 10-year mindset looks like—voilà. Host: David GardnerGuest: Tim BeyersProducer: Kristi Waterworth Companies Mentioned: CELG, DIS, MNDY, SPLK, TWTR, Z Learn more about your ad choices. Visit megaphone.fm/adchoices ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/rule-breaker-investing-3297/episodes/10-years-later-5-winners-in-a-thinking-world/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/rule-breaker-investing-3297/10-years-later-5-winners-in-a-thinking-world.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.