10 Years Later: 5 Brexit-Inspired Stocks

10 Years Later: 5 Brexit-Inspired Stocks

July 16, 2026 · 48 min

About this episode

The episode revisits five stocks inspired by Brexit a decade later, analyzing their performance and investment theses.

In the anxious days following Brexit, rather than predict the future, David asked a different question: Where are the opportunities? The result was a five-stock sampler built not on politics, but on optimism.Now a full decade has passed. Joined by longtime Fool Karl Thiel, we crack open the time capsule, revisit the original investment theses, score all five stocks against the market, and ask what a ten-year scorecard can teach that three years never could. Some ideas exceeded expectations. Others humbled us. All of them remind us why Rule Breakers look beyond the headlines and invest for the long haul. Host: David GardnerGuest: Karl ThielProducer: Bart ShannonCompanies Mentioned: GOOGL, EEFT, HAIN, BKNG, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

Topics covered

More episodes of Rule Breaker Investing

Explore listener stats, chart rankings, contacts and more on the Rule Breaker Investing podcast page.