Nvidia, Alphabet, Visa, Amazon, Adobe, Mastercard, Microsoft, Nu, Meta and Netflix are elite earnings compounders worth owning for the next decade. As Peter Lynch said, over the long term there is a 100% correlation between a company's earnings and its stock price. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Diversified cash flows in the billions make the AI-buildout basket more appealing than standalone model companies. Many members look reasonably priced and have longer records of delivering returns; Anthropic and OpenAI look much more like gambles at current valuations, though either could appeal at the right price. A possible equal-weight portfolio to revisit in five years includes Amazon, Alphabet, Microsoft, Meta, Oracle and SpaceX. x.com  x.com 

Costco, Apple, Intuitive Surgical, Alphabet and MSCI are amazing companies priced too high for their growth. Costco trades at 46x earnings on high-single-digit growth, Apple at 32x forward on low-double-digit EPS growth, and Intuitive Surgical at 38x forward on low-teens growth. Alphabet, the most attractive, is 33x operating income excluding investment gains. MSCI is 34x trailing on low-double-digit growth; S&P Global is better, cheaper and extremely high quality with similar growth. x.com  … Show more

Quality and price favor these eight stocks. Amazon improves as its multiple falls; Uber generates serious cash flow; Netflix is more profitable at a lower multiple; ServiceNow grew amid multiple compression. SoFi's appeal hinges on earnings near management's long-term expectations. McDonald's ranks among the world's highest-quality businesses at one of its more reasonable valuations in years. AI disruption weighs on Adobe's valuation; Brookfield compounds assets at a comfortable long-term price. … Show more

These 12 stocks offer exposure to AI, automation, health care, consumer growth and nuclear demand. AMD makes AI chips; Oracle builds AI cloud; Vertex has multiple drug opportunities. Arista supplies data-center switches, KLA inspection tools and Cadence chip-design tools. Palantir sells AI platforms; Symbotic automates warehouses; Alphabet spans search, cloud and AI. Celsius has US consumer momentum, AppLovin runs high-margin mobile ads, and Cameco mines uranium and co-owns Westinghouse. x.com  … Show more

Apple's price tag isn't justified by its earnings growth or its lack of innovation. Analysts expect $153B of net income by 2028 versus $104B in 2024, roughly a 10% CAGR, so good returns need the elevated multiple to hold or rise toward 50x. Apple hasn't innovated since AirPods, Siri fumbled its door to AI, and its dominance rests on no one wanting to compete while consumer tastes shift fast, as BlackBerry showed. The stock isn't expected to crash, but likely won't rise over the next five years. … Show more

Qualcomm, Johnson & Johnson, Wendy's, IBM, Coca-Cola, PepsiCo and Caterpillar are steady dividend payers that pay investors to wait, in keeping with Warren Buffett's rule never to lose money. Johnson & Johnson, Coca-Cola and PepsiCo have raised their dividends for decades. Qualcomm licenses wireless patents nearly every phone maker pays for, IBM leads in quantum computing research, and Caterpillar is a growing supplier of power generation for data centers. x.com  x.com  x.com  x.com  x.com  x.com  … Show more

Alphabet, Meta, Microsoft, Nvidia, Visa, Mastercard, ASML, TSMC, Costco and Apple are wonderful businesses worth holding forever at a fair price; none is cheap, and that is the point. Each has a durable moat: Search and YouTube, 3.6 billion daily users, enterprise switching costs, CUDA, card-payment toll booths, the only EUV machines, leading-edge chipmaking at scale, Costco's 92% renewal rate and Apple's 2.5 billion devices. Most pair high margins and returns on capital with strong growth. … Show more

Coca-Cola looks like a great funding short, since nothing makes it immune to the risks that battered its staples peers. GLP-1 drugs, store brands, new entrants and supply-chain inflation should hit it too, and non-sugar drinks only slow the U.S. decline, though international has held up better. About 2% revenue growth is thin support for 25x earnings while peers sit at 2008 valuations; it could fall to 15x unless the other staples rebound dramatically. x.com  x.com  x.com  x.com  x.com  x.com  x.com  … Show more

Microsoft, Amazon, Celsius, Dell, Alphabet, Johnson & Johnson, Elevance Health, Palo Alto Networks, Meta, Nvidia, Zoetis and First Solar are twelve stocks worth confidently holding for decades, since investing is about playing the long game. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com