Low forward earnings multiples across eleven stocks cannot persist indefinitely. Nvidia trades near 17.5x, its lowest in over a decade; Oracle near 15x, its lowest in six years. Uber is at 17x, Broadcom 19x, Vistra 15x, AppLovin 14.5x, TSMC 19x, Forgent Power Solutions 18x, Nokia 19.5x, American Express 17x and Western Digital 14x. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

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 

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

Alphabet, Amazon, Apple, American Express, Coca-Cola, McDonald's, JPMorgan Chase and UnitedHealth are stocks worth holding forever. They aren't the flashiest names and won't deliver the best returns, but they offer consistency and can be counted on to keep growing for decades. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Rapid revenue growth makes the capex bear case harder to justify for Microsoft, Alphabet, Meta and Amazon. Their latest cited growth rates are 18%, 23%, 28% and 16% in Q2, respectively; their scale does not seem to be slowing them as expected. x.com 

Security software is arguably more of an AI bubble than semiconductors. Firms are bid up to nosebleed multiples on moderate AI-related revenue acceleration while facing medium- to long-term risks from Microsoft, Google and the AI labs and a 10-year Treasury yield above 5%. Their forward P/Es rest on non-GAAP earnings that exclude large stock compensation. A reversal could come from results missing high buy-side bars, security share gains by Microsoft or Google, or AI lab security launches. x.com  … Show more

Long-running revenue growth supports holding Visa, Microsoft, MSCI, Waste Management, Amazon, MercadoLibre, Meta, Moody's, Reddit and Netflix for the next decade. They are 10 "sleep well at night" stocks to buy and hold. Reddit's trailing revenue has accelerated and Netflix's has kept rising; the shaded future bars are estimates. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

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

Seven stocks trade at forward P/Es far above the S&P 500's roughly 22x, leaving little room for disappointment. Tesla, at 186x, needs Robotaxi and Optimus to deliver. SpaceX, at about 108x, is valued near $2T on about $23B of sales. Arm, at 219x, already prices in heavy AI growth. Palantir, at 81x and 66x sales, can't afford slower growth. Intel, at 52x, prices in a foundry turnaround before profits. CrowdStrike, at 172x, and Palo Alto Networks, at 80x, are great businesses at huge premiums. … Show more

Nvidia, McDonald's, American Express, AutoZone, Pool Corp, Nu Holdings, Domino's Pizza and Salesforce stand out as quality companies trading under 20x forward earnings. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com