QUANTITATIVE STRATEGY DOSSIERDavid Gardner (Motley Fool Rule Breakers)

David Gardner Disruptive Rule Breakers

Targets disruptive growth pioneers reshaping massive global industries with accelerating top-line revenue growth and visionary management.

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Filter real-time equities across Minervini VCP, Greenblatt Magic Formula, and Peter Lynch GARP models.

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📐 Quantitative Screening Rules & Mathematical Bounds

  • Top-Dog First-Mover: Dominant brand and technology leadership in emerging sectors.
  • Accelerating Revenue CAGR: 3-Year Top-Line Revenue Growth >= 30%.
  • Massive Gross Margin Moat: Gross Margin >= 65% allowing self-funded R&D expansion.
  • Consumer Mindshare: High organic virality and network-effect switching costs.

🎯 Current Matching Candidates

Updated Daily Pre-Market
DUOLDuolingo Inc.$312.80 (+3.2%)
🟢 IN_BUY_ZONEPiotroski: 8/9
Optimal Entry: $302.00 - $312.80
Target 1 (+2.5x ATR): $345.00
Stop Loss Floor: $288.50
Capital Efficiency: ROIC 29.4%

Execution Setup: Gamified generative AI language & math learning with 73% gross margins.

TMDXTransMedics Group$128.50 (+3.15%)
🟢 IN_BUY_ZONEPiotroski: 8/9
Optimal Entry: $124.00 - $128.50
Target 1 (+2.5x ATR): $144.00
Stop Loss Floor: $118.20
Capital Efficiency: ROIC 27.8%

Execution Setup: Organ Care System (OCS) warm-perfusion donor organ transport monopoly.

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