The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and analyst Jason Moser discuss topics across the investing world.

Jason talks about CARBO Ceramics, a company that provides a valuable material to the natural gas industry. He just bought shares of the company for his Rising Star portfolio, and he's really excited about the long-term possibilities with this investment. The video concludes with a discussion of the share performance over the past several months.