Rule Breaker Investing

2026 March Market Cap Madness: Andy vs. Loren


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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


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Order David’s Rule Breaker Investing book here: ⁠⁠⁠⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠

Host: David Gardner
Contestants: Andy Cross, Loren Horst
Producer: Bart Shannon

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