Motley Fool Hidden Gems Investing
“A Salesperson’s Dream”
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Show notes
Growth comes easy when the product speaks for itself.
At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage.
Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company.
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Companies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFT
Host: Mary Long
Guests: David Meier, Asit Sharma, John McCool
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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