2026 March Market Cap Madness: Andy vs. Loren

Rule Breaker Investing

The Motley Fool

Business, Investing

4.4 • 959 Ratings

🗓️ 4 March 2026

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

March Market Cap Madness tips off its Final Four this week on Rule Breaker Investing, and you’re not just watching—you’re playing. Past world champion Andy Cross (6–1 lifetime) squares off against Cinderella contender Loren Horst (1–0) in our first semifinal matchup, with a spot in the World Championship at stake. Grab a pencil, set your ranges, and see whether your market-cap intuition can outscore Andy, Loren… or both. The Madness is on, and the bracket is tightening. Companies mentioned: ACN, AMD, BA, CSU, GLOB, IDXX, INTU, SERV, TCEHY, WIX Sign up for The Motley Fool’s Breakfast News here: ⁠⁠⁠⁠⁠www.fool.com/breakfastnews⁠⁠⁠⁠⁠ Order David’s Rule Breaker Investing book here: ⁠⁠⁠⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: David GardnerContestants: Andy Cross, Loren HorstProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This week, next week, and the week after make up our third annual March Market Cap Madness.
0:05.9	It's a final four of past champions coming back to compete this March for our 2026 Market
0:12.4	Cap Game Show World Championship. That's right. We have our own March Madness on this podcast
0:18.7	and our final four this year are Andy Cross,
0:22.3	Lauren Hurst, Bill Barker, and Emily Flippen, each of whom won their invitational last year
0:28.1	to qualify for this month's world championships.
0:32.0	This week features former world champion Andy Cross taking on rookie phenom upstart wait I think rookie and upstart are redundant
0:40.7	Lauren Hurst Cinderella okay sure oh and also also you too dear listener that's right you're playing
0:48.6	too you and any friends that you may be competing against on your own this week you will also
0:53.8	generate a final score from zero to 10.
0:57.6	Can you outscore my talented contestants?
1:00.5	It's March, market cap, madness, round one, game one, only on this week's Rule Breaker Investing.
1:10.0	It's the Rule Breaker Investing podcast with Motley Full co-founder, David Gardner.
1:19.2	Welcome back to Rule Breaker Investing and welcome to March Market Cap Madness.
1:24.5	This is not just another Market Cap game show. This is the final four.
1:29.2	One former world champion, one rising, dark horse. Cinderella? Okay, maybe. And this week,
1:36.3	only one of these two moves on to the championship round. Andy Cross, Lauren Hurst. Gentlemen,
1:42.1	welcome to the semifinals. Great to be here, David.
1:45.0	Thanks for having us back, David.
1:46.0	And of course, the most important competitor for all three of us is actually you, because you're playing right along with us.
1:53.0	Maybe you, dear listener, will emerge as the world champion this month, but first, you'll have to try to win today.
2:00.0	Here's the drill. I name a stock.
	...

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