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Rule Breaker Investing

2026 March Market Cap Madness: Emily vs. Bill (BEMILY 2!)

Rule Breaker Investing

The Motley Fool

Business, Investing

4.4959 Ratings

🗓️ 11 March 2026

⏱️ 73 minutes

🧾️ Download transcript

Summary

The Madness continues! This week on Rule Breaker Investing, the second semifinal of March Market Cap Madness tips off as defending world champion Emily Flippen faces long-time Motley Fool advisor Bill Barker for a place in the championship round. It is a rematch of the epic Final Four game they played this very week one year ago. As always, the real game is for you: ten companies, ten market-cap ranges, and one simple question each round: Inside or outside? Play along and keep score as you listen—and see if your intuition can meet or beat our two veteran Foolish analysts. Companies mentioned: ABNB, ACM, ADYEY, GRAB, MIELY, MSCI, PAYC, SKYT, TDG, WIX Host: David GardnerContestants: Bill Barker, Emily FlippenProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Last week, our March Market Cap Madness Final Four kicked off with a spirited competition

0:05.3

between Motley Fool Chief Investment Officer Andy Cross and Cinderella upstart Lauren Hurst.

0:12.2

That gave us our first World Championship finalist.

0:16.0

This week, we'll name our second.

0:18.8

Longtime Fool and now Survivor TV star Emily Flippen, who is our

0:23.4

standing Market Cap Game Show World Champion, will take on Bill Barker, the fellow fool who

0:30.2

battled it out with her last year this very same week in our Final Four. Bill and Emily played

0:36.9

one of the great Market Cap game shows of all time,

0:39.7

deep into overtime in a classic match that I think now deserves the name, Bemily One. This week,

0:47.8

it's Bemily 2 and you. Only on this week's Rule Breaker Investing.

0:55.5

It's the Rule Breaker Investing podcast with Motley Full co-founder, David Gardner.

1:04.0

Welcome back to Rule Breaker Investing.

1:06.2

And welcome to March Market Cap Madness.

1:09.9

This is not just another Market Cap game show. This is our final four.

1:15.0

Our reigning world champion. Our longtime writer, asset manager, season player of this Market Cap game show who rarely loses.

1:24.2

And this week, only one of these two moves on to the championship round.

1:29.3

Emily Flippin, Bill Barker, welcome to the semifinals.

1:32.7

Hey, great to be here.

1:34.1

Thanks, Dave.

1:34.7

Good to be back.

1:35.6

And of course, the most important competitor is you, because you're playing right along with us.

1:41.0

Maybe you, dear listener, will emerge as our world champion this month,

...

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