Jon Quast

speaker

8,197 appearances 81 recordings 2 series first heard Oct 2025 last heard 3d ago

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.

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Motley Fool Hidden Gems Investing · IT Consulting is Not Having a Good Time · 18 Jun 2026 podcast

So there are many constraints.

As far as actionability, when it comes to that, I would say it's more of like a five.

Yeah, there are a lot of constraints that are worth thinking about.

I think that there's a place in your portfolio to think about smart use of limited resources.

So in my portfolio, for example, I have Badger Meter.

This is for water management.

That, to me, just makes sense.

We need to be smarter with our water, and you can do that with the products and services that Badger Meter supplies.

I can see a case for iChon, which is more power management, stuff like that.

But then...

Man, I also think about if we do run up against some walls here in the build-out, that is kind of an issue because there are some stretched valuations in the stock market.

A slowdown in the build-out could impact those things.

So just some things to keep an eye on.

Yeah, for me, the IT space is completely uninvestable right now.

It's a no-go.

Now, that said, I mean, it's just a space that's going to be full of losers, I think.

Now, not to say there's not going to be any winners in the space, but I just prefer to avoid the entire space because there are so many landmines out there.

You mentioned that the numbers are still okay, and that is a good point.

But the counterpoint to that is we do want to sell our...

businesses before the numbers turn bad, right?

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