The S&P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex. Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on whether they could be hidden gems. After this, the team dives into the mailbag with Rachel leading the discussion on Bristol-Myers Squibb and Matt providing some reflections on age-related investing considerations.

Jon Quast, Matt Frankel, and Rachel Warren discuss:
-Marvel’s trillion-dollar opportunity
-Whether Flex is overvalued right now
-Why Bristol-Myers Squibb stock has gone nowhere for five years
-How to think about investing when you’re young

Companies discussed: Pool (POOL), Campbell Soup Company (CPB), Flex (FLEX), Marvell Technology (MRVL), Bristol-Myers Squibb (BMY), Pfizer (PFE), Merck (MRK), Nvidia (NVDA), Amazon (AMZN), Apple (AAPL), Public Storage (PSA), and NVR (NVR)

Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
Engineer: Dan Boyd

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