Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 6d ago
Jon Quast’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
And so while the indexing itself isn't really something material that we foolish investors really base an investment thesis on, sometimes it is fun to bring a new stock to our attention as they get added to the large index here.
And so we thought it would be fun in this episode to talk about these.
And I'm going to start here with Rachel.
We want to talk about Marvell going into the index and
Basically, my question here for Rachel is, what is Marvell?
What does it do?
And what is so interesting about the timing here is NVIDIA CEO Jensen Wang says he believes that this can be a $1 trillion company someday.
So I want you to speak to that as well, Rachel.
Yeah, as we're using the term hidden gems, not necessarily a small company, but one that might not be consumer facing very often.
And so it's hidden in that sense.
Most people are unaware of the company and what it does.
And so Marvell would qualify under that.
But we're also looking for these companies that can deliver for shareholders.
And you're pointing out, basically,
that you think it is realistic that this company could be a trillion dollar market cap company someday.
That would be, based on these projections, right?
I mean, the 2031 timeline, that would be, if it could reach a trillion by then, by the time it's making 25 billion in EBITDA, I mean, this would be a four bagger in five years.
Let's have a little fun here.
Matt, would you agree or disagree that it has a realistic path to this in the next five years?
Yeah, I appreciate that little bit of pushback.
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