Andy Cross
speaker
412 appearances
5 recordings
1 series
first heard Oct 2025
last heard 10 Jul
Andy Cross’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 1.
Appearances
So do you think that could really happen with AI or could it be even more dramatic than the Internet?
Tom, let's wrap up here and look at the next, say, five years, because we're long-term investors and we always focus on the next five years and beyond.
How about one cautious, one moderate, and one aggressive stock looking out?
Ah, blast from the past there.
Awesome.
So not just three, but six.
Thanks for bringing two for each category, Tom.
Oh, gosh.
One, the moderate one, moderate to growth one is MedPace, M-E-D-P, which is a contract research organization tied very heavily to biotech funding, which is starting to pick up.
And so I think this year we'll see a little bit more pickup of that, especially if interest rates start to moderate, we'll see more pickup.
And they just have a great leadership position.
They're relatively smaller compared to maybe some of the other players out there.
But their founder-led financial model is excellent.
They have deep connections with their clients.
So MEDP, I think, and the stock has done very well for us over the years when I think about MEDP.
Yeah, good leadership team, owns some good stock, owns lots of stock, and is pretty astute at buying back stock at the right time.
So MEDP, I'll put that one out there for you, Tom.
Well, thank you very much for taking the time to talk to us and share those six stocks.
I really appreciate that, Tom.
Great to have you here and appreciate you sharing so many deep insights into your process and into the markets in general.
Showing 381–400 of 412 · page 20 of 21
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