Co-founder, The Motley Fool
5 dated public stances tracked since 2026-04-24, most recently 2026-04-24. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of David Gardner's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. David Gardner is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Returns 90d -16.6% 20% correct · 5 calls · 180d -6.4% 40% correct · 5 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-04-24 | TSLA | owns | -15.0% | +2.7% | — |
| 2026-04-24 | NVDA | owns | +0.4% | +6.8% | — |
| 2026-04-24 | NFLX | owns | -25.5% | -29.6% | — |
| 2026-04-24 | ISRG | bullish | -31.1% | -11.2% | — |
| 2026-04-24 | AMZN | owns | -11.5% | -0.6% | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| AMZN | 1 | | 1 bullish | 2026-04-24 |
| ISRG | 1 | | 1 bullish | 2026-04-24 |
| NFLX | 1 | | 1 bullish | 2026-04-24 |
| NVDA | 1 | | 1 bullish | 2026-04-24 |
| TSLA | 1 | | 1 bullish | 2026-04-24 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-04-24
NFLX
owns
Masters in Business · video
Netflix remains a top dog and first mover in streaming that keeps innovating — Gardner holds through every drawdown (including the two-thirds collapses) because the rule-breaker criteria remain intact and the company keeps disrupting its own model
“Netflix, which has been ascendant now for 20 plus years, every time...I keep holding that one”
90d -25.5% · 180d -29.6%
The Stock Picking Philosophy to Find the Next Amazon: Masters in Business with David Gardner
2026-04-24
ISRG
bullish
Masters in Business · video
Intuitive Surgical is the top dog and first mover in robotic-assisted surgery — Gardner first recommended it at 73x earnings when critics called it blatantly overvalued, and it has since become a 100-bagger because hospitals actively market the da Vinci robot…
“Intuitive Surgical...I first recommended it over a 100-bagger ago, it was at 73 times earnings”
90d -31.1% · 180d -11.2%
The Stock Picking Philosophy to Find the Next Amazon: Masters in Business with David Gardner
2026-04-24
AMZN
owns
Masters in Business · video
Amazon is a top dog and first mover with a sustainable competitive advantage and strong consumer brand that has been called overvalued throughout its history yet compounds at extraordinary rates — Gardner's cost basis is 16 cents and he is still holding
“whether it's Amazon, we were right there at the beginning...still holding”
90d -11.5% · 180d -0.6%
The Stock Picking Philosophy to Find the Next Amazon: Masters in Business with David Gardner
2026-04-24
TSLA
owns
Masters in Business · video
Tesla was a first mover in electric vehicles in an important emerging industry — Gardner bought in 2011 and has been holding ever since because the company still satisfies all six rule-breaker criteria including top-dog status and visionary leadership
“one of my best stock picks in the last 15 years has been Tesla, which I picked in 2011, still holding”
90d -15.0% · 180d +2.7%
The Stock Picking Philosophy to Find the Next Amazon: Masters in Business with David Gardner
2026-04-24
NVDA
owns
Masters in Business · video
Nvidia has held all six rule-breaker traits through 21 years — originally a semiconductor and gaming GPU leader that successfully pivoted to become the dominant AI accelerator, with Gardner's cost basis at 16 cents and still holding
“Nvidia has been an amazing hold for us now 21 years in counting”
90d +0.4% · 180d +6.8%
The Stock Picking Philosophy to Find the Next Amazon: Masters in Business with David Gardner
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