#300: The One, Life-Changing Stock to Buy and Hold for the Next 10 Years
About this episode
In this milestone episode, Emmet and Mike discuss their top stock picks for the next decade, reflecting on past successes and future potential.
To celebrate Stock Club’s 300th episode, Emmet and Mike attempt to find the next Nvidia. The idea spawned from a portfolio Emmet assembled back in 2019 in our early episode: “13 Stocks That Could Be the Next Netflix or Dell.” These represent the golden gooses of his investing career and prove it only takes one great stock to change your life. The original lineup included Shopify (SHOP), iRobot (IRBT), The Trade Desk (TTD), Veeva Systems (VEEV), Twilio (TWLO), Arista Networks (ANET), Tesla (TSLA), Baozun (BZUN), Duluth Trading (DLTH), Stitch Fix (SFIX), and H World Group (HTHT). Over the last seven years, there have been losers, but the winners more than made up for them. The total portfolio has returned 227% vs. the S&P 500’s 100%. So this week, Mike and Emmet attempt to recapture the magic and assemble a list of six stocks that could be future compounders. Mike starts conservatively with Waste Management (WM), the indisputable, undisruptable king of bins. It’s a dirty business, but someone has to do it, and it seems no one else is willing — giving this long-time Wall Street favorite a considerable moat. Emmet follows this up with a riskier stock, to say the least. He opted…
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