The following video is part of our "Motley Fool Conversations" series, in which Chief Investment Officer Andy Cross and analyst Jason Moser discuss topics across the investing world.

As part of our Rising Stars real-money portfolios, Jason owns shares in Berkshire Hathaway and Panera Bread. In the video below he and Andy discuss why both are worth adding to your portfolio.

The retail sector is full of industry winners and losers. To learn about a few, we invite you to take a look at The Motley Fool's special free report: "The Death of Wal-Mart: The Real Cash Kings Changing the Face of Retail." In it, you'll see which retailers are able to consistently outperform and how two cash kings are planning to ride the waves of retail's changing tide. You can access it by clicking here.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.