I frequently check in to see items floating around Wall Street circles and blogs.
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Long-term trends in markets and economies.
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Additional details about what appears to be underestimated or exaggerated.
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Link to some great explanators about the concept.
** As of 9/30/2024
I like trustee money managers and social media influencers. @thewealthdad Usually, the average person argues that it’s best to put money in low-cost index funds like Spy or Voo and leave it alone. Let me do that to compound interest. It is very difficult to discuss this logic under normal circumstances, and that’s where most of my money is.
Well, it’s probably there – if I didn’t pay two daycares until 2026
But I hear statistics like a third Nvidia employees are now eight billionaires Because of the previous ESOP Contract For managers.
It makes you wonder – if most stocks aren’t beating the market over time, then that must at least mean A few things Right in any year? It’s less than five years, but is there any other company besides NVDA that will overcome the market for over 10 years?
Can you find anything?
Let’s take a look.
First market in the past decade for reference -2014-2024
Chart: +210%
The story behind growth –
The S&P500 has a wide collection of companies under its banner, and there is always a bull market somewhere driving somewhere. MAG7 Recently, the Pharma before that, the Energy before that. Despite a decline of over 25% over the past decade, the CAGR for more than 10 years has remained a robust annual average of around 7.7%.
Chart: +31,111.62%
The story behind growth –
Once the AI model turns out to be feasible and chip design begins, it simply goes crazy how quickly the company inflates its profitability. Nvidia is exhibiting some of Warren Buffet’s favorite factors at the company, including a “moat” around the product base and fat margin for price-insensitive customers. Even before ChatGpt was released, the company had an 8,000% increase by 2022 due to improved chip designs.
Chart: +596.65% over 10 years.
The story behind growth –
Domino’s pizza somehow became something like that A successful growth story Consultants at top tier companies like PWC and McKinsey are throwing around Jargon like “pizza tracker” tools for IT systems deployment.
Using an old fashioned business sense, such as listening to customer feedback and improving products based on feedback and honest PR campaigns, DPZ outperforms not only the market, but many of the MAG7 and other darlings.
Chart: +1733.04%
The story behind growth –
Eli Lily aims to become a $1 trillion company soon. We invest heavily in innovative developments of both product lines and manufacturing capabilities, and these investments will pay off as new trends solidify.
Weight loss drug Zepbound and diabetes drug Moonjaro (weight loss is also approved) are DSuccessful living relying. These new drugs have suddenly generated $4.3 billion in revenue in the last quarter alone, generating a total of $7 billion since entering the market in the last November alone.
Chart: +389.34%
The story behind growth –
Monster Beverage is a holding company of a subsidiary that produces and produces energy drinks, alcohol, tea and coffee.
Management is like that Excellent at knowing customers. They focus on action sports such as motocross, UFC, bullfighting and NASCAR rather than traditional TV and magazine ads.
What’s more, it’s leveraging its partnership with Coca-Cola to deliver efficiently, ironically leading to wild customers shaking and caffeine shaking.
Chart – +308.74%
The story behind growth –
MarketAxess is a leading software provider for financial services and trading desks. Revenue growth is dWithstands increased trading volume Over most of the credit product categories in recent years.
I personally used some MarketAxess products, but it’s clear that it also holds what Warren Buffet calls “Moat.” They only have two or three real competitors, but the presence of customer motivation and expectations on multiple competitor platforms simultaneously creates an effective oligo-oligogoly for them to maintain revenue and power over trading customers.
Are you interested in joining the Trader Papa Podcast in 2025? Shoot the email! I want you to sit for discussion
thought? question? comment?
Reach out! Maybe I’ll post the full topic or as a Q&A
corderdads@substack.com
