# 2026 March Market Cap Madness: Andy vs. Loren Page: https://stenobird.com/podcast/rule-breaker-investing-3297/2026-march-market-cap-madness-andy-vs-loren Text version: https://stenobird.com/podcast/rule-breaker-investing-3297/2026-march-market-cap-madness-andy-vs-loren.md Podcast: [Rule Breaker Investing](https://stenobird.com/podcast/rule-breaker-investing-3297) Published: 2026-03-04T17:00:00+00:00 Episode link: https://tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML6845473744.mp3?updated=1772642626 Audio file: https://tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML6845473744.mp3?updated=1772642626 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/rule-breaker-investing-3297/episodes/2026-march-market-cap-madness-andy-vs-loren Duration seconds: 3624 ## Resource 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/rule-breaker-investing-3297/episodes/2026-march-market-cap-madness-andy-vs-loren/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/rule-breaker-investing-3297/2026-march-market-cap-madness-andy-vs-loren.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.