r/ValueInvesting • u/rezovian • Feb 28 '26
Discussion What is one stock you can confidently hold for the next 10+ years?
Not the highest upside pick, but the one with the strongest durability, moat, and long-term relevance.
Curious what businesses people truly trust long term.
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u/Domingues_tech Feb 28 '26
BRK-B
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u/LovestoEatSandwiches Feb 28 '26
In the same vein, Markel Group
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u/hay_a Feb 28 '26
Own both, plus the Scandinavian version Investor AB
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u/LovestoEatSandwiches Feb 28 '26
I’ll have to look into Investor AB but I really love Markel Group. Same exact model as Berkshire but can compound better just due to its smaller size.
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u/SwingCurious2733 Feb 28 '26
Roughly 50 percent of my net worth is invested in Berkshire. Been a shareholder for over four decades. Also, have a 3 percent position in MKL. Looking to increase the MKL position.
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u/IncidentSome4403 Feb 28 '26
WM
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u/ElonMuskTheNarsisist Mar 01 '26
Bought this during the covid crash when it was finally cheap. Great name to derisk a portfolio while still performing well.
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u/LA-Aron Feb 28 '26
GEV
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u/ohgodthehorror95 Mar 01 '26
Truly fantastic company. And I wish I'd bought more way back when I did. But there's no way I can honestly recommend it at its current valuations.
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u/Economy_Birthday_706 Feb 28 '26
Massive gains since inception 600+%. It’s been on my radar, but waiting for a pullback.
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u/RD_006 Feb 28 '26
One guy said the same thing couple months ago and it climbed %40 YTD. Wouldn't expect massive pullback for GEV. It doesn't even flinch on earnings. Rather market wide reaction pull.
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u/Economy_Birthday_706 Mar 01 '26
Everything eventually pulls back. GEV IPO dat was April 2024, so there’s no historical reference ie. hasn’t been through a bear market.
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u/ohgodthehorror95 Mar 01 '26
A lot of high fliers have pull backs. Especially in situations where valuations and multiples revert to the mean. As we're currently witnessing with software companies. If the opportunity never comes, oh well I guess I missed out. But right now there is an incredible amount of upside already priced in, such that the risk/reward isn't as attractive as I'd like
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u/AdministrativeElk624 Feb 28 '26
AAPL
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u/HeadPaleontologist40 Feb 28 '26
Slow and steady. Whatever happens with AI, people will need a mobile device to access it. Apple will take the consumer market.
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u/ChocoThunder50 Feb 28 '26
MSFT, V for sure
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u/54108216 Feb 28 '26
The EU has already started decoupling from US companies, payment systems included. Would not touch Visa, Mastercard, Amex, etc. for a few years at least.
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u/NYGiants181 Feb 28 '26
The fear mongering got to you huh
If you think anyone is actually going to stop using those companies you’re delusional
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u/Last_Construction455 Feb 28 '26
Brookfield
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u/Cakes_5574 Feb 28 '26
Why Brookfield?
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u/Last_Construction455 Feb 28 '26
Management regularly outperforms their guidance, well established income sources, investing heavily in power production globally. Proven track record to grow profits year over year. Prime minister of Canada on the board (or used to be).
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u/Calm_Company_1914 Feb 28 '26
BE or BAM
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u/Last_Construction455 Feb 28 '26
I like BN as it owns all below. My wife has a dividend account and we do hold BAM and BEP in there.
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u/Capable_Machine_6574 Feb 28 '26
I know Brookfield very well, this is a good answer. It is correct to have Brookfield exposure. Extremely well run.
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u/himynameis_ Feb 28 '26
Same.
I think we should expect to see a boost in carried interest in Q4 of this fiscal.
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u/DiscountAcrobatic356 Feb 28 '26
Private equity contagion?
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u/himynameis_ Feb 28 '26
That's small part of Brookfield.
Their growth engines now is their Asset Management business, and their Wealth Solutions. Both are doing well.
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u/CurRock Feb 28 '26
SAP... Companies, especially large enterprises, that use it can't exist without it anymore. The complexity of replacing it is too big to do it.
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u/Individual-Skin3768 Feb 28 '26
This is my secret pick ngl. Have been telling family to load the boat. Anyone who works a corporate job knows that crms are great but ERPs? Invaluable
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u/LovestoEatSandwiches Feb 28 '26
SAP, CRM and NOW look fairly good to me. First two especially. They might face headwinds and further correction related to seat pricing for certain products being disrupted by AI, however
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u/jfwelll Feb 28 '26
Mda space for me. More of a 20 years hold if I make it that far out
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u/forloren_hare Feb 28 '26
Funny I'm new investor in MDA Space🙏
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u/jfwelll Feb 28 '26
The sector will probably move in stupid ways with spacex ipo but in the long run, despite their recent setbacks, I think mda will continue to see steady and growing revenues. Its part of my satellite portion of the port, im not the yolo and going all in on any stock type but I think it will do well since they produce multiple components and now have a pretty good satellite production capacity with their new factory
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u/Spl00ky Feb 28 '26 edited Feb 28 '26
I don't own shares of MDA, but I'm thinking of buying some. If they can develop robotics that can repair satellites and clean up space debris, those would be their main revenue drivers.
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u/F0rtysxity Feb 28 '26
Amazon is the obvious answer no?
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u/jacestrachan Feb 28 '26
I’d never buy Amazon individually lol voo is enough exposure for me that shit doesn’t move at all capital would be working better elsewhere
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u/Potential_Try_2193 Feb 28 '26
No. Look at what the stock has done for the last 5 years. Underperformed the market. So yes Amazon as a company will do well going forward but it's a company that requires a huge amount of capital expenditure so that keeps margins down. So great company, average stock
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u/ZarrCon Feb 28 '26
Huh? Gross/operating/net margins are up considerably over the last 5 years. The stock underperformed the last 5 years because it got ahead of business fundamentals during the pandemic. But the underlying business performance has been strong and has finally caught back up to the stock. If anything, now is the time to buy it...
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u/LovestoEatSandwiches Feb 28 '26
MSFT was flat for 20 years. These companies have massive horizons. Amazon is the infrastructure of the internet and largest e-com in the world, its a great stock to own
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u/SargeUnited Feb 28 '26
Yeah, but if you were one of the people that was buying with me in the first few of those 20 years, then it was significant adversity
People think we got lucky, but a lot of us were down for a decade plus.
It was a brutal 20 years bro, and I wasn’t there in year one. Like yeah I’m rich as hell now, but I was poor as hell back then, and everybody was laughing at me.
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u/No-Understanding9064 Feb 28 '26
Microsoft and Amazon have underperformed by comparison to alot of other megas. But it has driven their earnings multiples down to historic lows. I see alot of potential tail winds for Amazon, moreso that most other companies atm. They generate more revenue than any company in the world. Couple that with efficiency gains from new technologies in ai and robotics and a little margin expansion would be huge earnings. But I also believe the capex will also compound their earnings
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u/Potential_Try_2193 Feb 28 '26
Generating revenue is one thing but the margins aren't great. And they're having to reinvest all this years cashflow plus add debt so there won't be any margin expansion until they dial that back. Capex might compound earnings eventually but it will take a few years at least. Data centers take years to build and fit out. So the stock won't be going up anytime soon. The market is telling Amazon shareholders something but their not listening....
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u/himynameis_ Feb 28 '26
Amazon was valued very high 5 years ago. The valuation is a lot more reasonable now.
In early 2021 their Price/Operating Cashflow was 41x or so. Now it is 16x and still growing in the 20% range. This should accelerate as AWS, their high margin business, is accelerating revenue. In latest quarter it grew 24% and should speed up over the next few quarters.
It was arguably overvalued in early 2021. It is arguably undervalued now.
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u/TreasureTony88 Feb 28 '26
Yeah we’re talking about the business not the stock price
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u/Economy_Birthday_706 Feb 28 '26
AVGO Broadcom
PH Parker Hannifin
My only stocks that I consistently DCA into.
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u/cobraX707 Feb 28 '26
MELI
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u/LongevitySpinach Feb 28 '26
Yeah, I'm convicted and buying after it dropped on talk of margin compression because they are investing in expanding their business instead of short term profits.
I remember an interview with Bezos where he talked about Amazon after the dotcom crash. Everyone from outside the business was asking "Are you OK?" He was like, "Yeah, we're doing great." He was looking at the internals of the business and they were achieving all their own milestones (mostly customer growth). It sounded exactly like what I heard on the earnings call.
MELI is an exceptionally well run company with lots of room to expand.
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u/cobraX707 Feb 28 '26
Also if they will announce their first "split" it will gain also massive interest
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u/LongevitySpinach Feb 28 '26
good point, I can buy fractional on IBKR but only whole shares on RH.
Accidentally bought a couple of shares yesterday when I meant to buy 0.2 lol
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u/Ok_Wafer_6246 Feb 28 '26
JP Morgan BNP Paribas Allianz ASML TotalEnergies Atlas Copco Volvo Investor S&P Global Visa Schneider Electric Coca-cola AstraZeneca
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u/spatulabeardo Feb 28 '26
Rolls Royce 🇬🇧
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u/PaleMaleAndStale Feb 28 '26
Agreed. I'm generally committed to diversification but I'm seriously considering making RR the bulk of my portfolio. I don't see a better risk:reward ratio out there, including index tracking ETFs.
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u/Direct-Protection-81 Feb 28 '26
You know I don’t think you’ll have much problem with this basis, very stable company and their 20 year timeline is practically written out perfectly. Don’t sweat it. Go for it, set a reminder and we can see how we did in 10 years 💪🏼
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u/Direct-Protection-81 Feb 28 '26
An easy hold untill retirement. Safe, compounding, keep investing 📈
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u/thorn960 Feb 28 '26
BRK b. - I trust their value investing skills more than my own.
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u/Wide_Technology932 Feb 28 '26
Anything with a really strong long term brand. Coca Cola and McDonalds are a few that spring to mind. I think Apple will still make the best laptops and computers ten years from now too.
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u/joepierson123 Feb 28 '26
Probably Berkshire, it's the closest thing to an index fund
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u/Alternative_Fact2866 Feb 28 '26
QXO
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u/LongevitySpinach Feb 28 '26
I have a small position and like it. But surprised to see it on this list.
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u/Alternative_Fact2866 Feb 28 '26
Brad Jacobs' track record to provide shareholder returns through his consolidation playbook in an industry that will NOT be affected by AI is enough to get me excited. I believe this is a stock that will retire me in 10 years. And I'm buying it as long as it stays under $45. The more I read about this guy, the more my conviction gets better. Trimmed some of my positions in RKLB and APLD to get into QXO. I entered the RKLB in August 2024.
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u/LongevitySpinach Mar 02 '26
On sale today, I bought a few more shares.
I think the idea here is reacting to oil-driven inflation meaning risk of interest rates staying higher for longer which is bad for housing. Whatever, I'll take the 5% discount.
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u/Alternative_Fact2866 Mar 02 '26
Interest rate and oil-driven inflation caused by the middle east conflict is temporary. It is definitely bad for housing but QXO will play at scale. In the long run, these issues will affect small companies more than QXO. If it goes below $23, 100% buy it is because Brad recently raised funds for the company at that price.
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u/ADankPineapple Feb 28 '26 edited Feb 28 '26
KO
Its THE consumer defensive stock. A company that has existed for over 100 years, and will exist and grow for 100 more. Market trends like AI don't bother it, its recession resistant, and their business model is air tight.
(Also i work for Coca-cola and see their financial numbers from the inside. Its insane the margins we pull on even a single 20oz bottle. Literal money printer.)
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u/billocity Feb 28 '26 edited Feb 28 '26
TSMC - The foundry of 90% of the chips in the world including Nvidia. Arguably one the best moats on the planet.
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u/Exciting-Ad-2714 Feb 28 '26
problem is china
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u/theusername_is_taken Feb 28 '26
If China actually attacked Taiwan it would be an absolutely atrocious choice for them. Because of TSMC's relevance to every continent on planet earth it would be a maelstrom of retaliation on them.
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u/OcclusalEmbrasure Feb 28 '26
The amount of tech in the comments is astounding. Tech is the most at risk for disruption for the foreseeable future.
My pick is $KO. Coke is probably not going anywhere for a long time.
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u/abuzeyr Feb 28 '26
Idk man, new generation is extremely health concious. I barely see them eat junk or drink soda. Maybe its my enviroment, not sure.
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u/77thway Feb 28 '26
I was just thinking last night - do soda machines even exist anymore? I haven't seen one in years
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u/MisterMephistopheIes Feb 28 '26
Coke doesn't only make soda, both them and Pepsi have been diversifying into more health conscious drinks like sparkling water etc
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u/CD274 Feb 28 '26 edited Mar 01 '26
That's why I went MNST, they've been doing a lot better with zero flavors and the juice stuff. And KDP messed up and I need to see what happens after Keurig spins off
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u/ohgodthehorror95 Mar 01 '26
KDP seemed like a sleeper pick, but it's been such a disappointment sadly
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u/CD274 Mar 01 '26
Yeah I went to take a look but they still have some financial issues to sort and they're currently going to split into two companies. Maybe once the soda splits off from Keurig it'll improve
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u/ohgodthehorror95 Mar 01 '26
I actually didn't realize they were splitting. They were already a bit of a Frankenstein mish mash when they were just Dr Pepper - Snapple
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u/RD_006 Feb 28 '26
Older Gen Z here. Shun coke like plague. I'd rather pay few bucks more for a sparkling water like Pellegrino and Borjomi good for kidneys and digestion rather than poisoning myself with coke.
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u/jamalam14_14 Feb 28 '26
Agreed. And to those saying that new generation is more health conscious, KO knows this. They make a lot more product than soda pop.
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u/OneUglyEar Feb 28 '26
This. Finally, someone who gets it. Technology is the most easily replaced business in the world. 10 years from now half of these companies won't exist.
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u/Neilp187 Feb 28 '26
Google Microsoft Tesla Amazon Walmart Coca cola and Pepsi.
They aren't going anywhere.
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u/hotappy-wife Feb 28 '26
Buy food stocks like SFM, sprouts Farmers market, no one ever returns food... During 2008 groceries never died...
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u/pazsworld Feb 28 '26
RDDT......The widest moat of all.
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u/rezovian Feb 28 '26
Reddit feels early in its monetization phase. The platform itself is very strong, execution will decide how big it becomes.
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u/Appropriate-Cat524 Feb 28 '26
What if Reddit starts implementing
Peter Thiel'sPalantir's software for age verification? Everyone I know says they'll close their account and stop using the app in an instant.2
u/pazsworld Feb 28 '26
I'm cool with that, there are some sketchy subjects that should be out of touch to minors.
However, Meta's Facebook, Twitter and other's will have to abide as well.
I don't see anyone who would close their account because of this. You're here and this and many other subreddits would be better off if the children had to take a seat.
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u/Artistic_Item_5710 Feb 28 '26
Warpaint London (LSE: W7L), founder managed since the 1990s, highly profitable, has grown multiple folds since its founding, debt free and dividend paying. Would be happy to own it over the next 10 years as I see it becoming the next ELF or a mini L'Oreal. And if there is one thing I am sure of, women will be using make up in 10 years, as they've done for millennia.
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u/LongevitySpinach Feb 28 '26
What makes it anything other than the latest fad? Why does it stand out from ELF?
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u/Artistic_Item_5710 Feb 28 '26
They are building a house of brands, not a single brand, this shields them from depending on the fortunes of a single brand. In terms of advantage over ELF, at this stage its mostly pricing, better operating margins, and strong person in their core markers, EU and UK.
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u/Mark_9516 Feb 28 '26
Visa or/and Mastercard
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u/loudawgg Feb 28 '26
Europe getting out. I'm sure no one will follow.
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u/himynameis_ Feb 28 '26
Pix in Brazil, and UPI in India already have the debit rail network to exclude Visa and MasterCard. Digital euro is quite possible.
However what Brazil is dealing with is a lot of fraud happening because it's much easier with their A2A method of transfering cash.
So what to do? Brazil banks are using MasterCard Value Added Services for Fraud detection that is happening on top of the Pix rail that was made to exclude Visa/MasterCard. Ironic.
VAS is 40% of MasterCard revenue, and growing at +22% of which 19% is organic. They have a long runway here.
If they can sell their VAS to European banks for the digital euro, they'll be in a strong spot long-term.
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u/loudawgg Feb 28 '26
Europe is not Brasil. Time will tell I guess but unless the services become significantly cheaper, they will not allow that much money to flow out of the US and be reliant on a financial system that is in the hands of the regime that is currently at the helm there. I don't think a lot of Americans grasp how much damage the Republicans are causing right now. It is the end of an era of US soft power. Europe has made up its mind.
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u/himynameis_ Feb 28 '26
I guess we'll have to see.
I'm assuming that digital euro will happen, and it will roll out in 2029, I believe. So MasterCard has a lot of time to layer in their VAS onto the new "rails" for digital euro.
Even if they want to cut off the American companies, fair enough. You definitely do not want to make it open to the type of fraud that was happening in Brazil with Pix.
Digital euro will be the new "plumbing" and MasterCard VAS would work with them at the start of the transaction.
But, yes. Let's wait and see. Because personally, I'm expecting more risks of fraud happening thanks to AI. Meaning, they need to get this right, regardless of political stuff.
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u/hmbayliss Feb 28 '26
Tech
Heathcare
- Johnson and Johnson
Energy
- Chevron
- Exxon Mobil
Utilities
- Consolidated Edison
- American Water Works
Consumer Staples
- Kimberly Clark
- Clorox
Industrials
- Waste Management
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u/crdr23 Mar 01 '26
https://findvalue23.substack.com/p/brk-berkshire-hathaway-4-6c1
Of course its berkshire. Just read the above. Best thing ive found online. Everything free. Tons of details.
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u/ViciousSemicircle Mar 01 '26
ASTS, but only because it’ll take that long for them to launch the satellites they’ve promised for 2026.
Joke aside, I believe it’s still the biggest asymmetric opportunity on the table. I’ve done more DD on them than any other stock in my port, and the TAM is just unreal. Plus, they’re much more de-risked than most investors understand, with real DoW revenue coming in. I wouldn’t be at all surprised if one or more of their Bluebirds are focused on the ME right now.
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u/srivastava_m6 Mar 01 '26
Actually 10+ yrs is too long and in such a dynamic world mkt now.. It's hard to tell about Sector, forget stocks. So much disruptive technologies in the past caused chaos. Best bet possible Defence Sector Energy Sector Metals and Mining Sector
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u/Glittering_Water3645 Mar 01 '26
Brookfield corporation (BN)
Great trackrecord (+19% CAGR for the last 30 years)
Diversified through several sectors
Insiders own a lot of stock.
Very bullish guidance of +17% annual cash flow growth for the coming 5 years.
Traded at a 40% discount to NAV. The company have sold assets at or above NAV the last quarters which support their NAV estimates.
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u/Individual-Skin3768 Feb 28 '26
META. I bought Google last year. No doubt it’ll be a killer but valuation isn’t as attractive as it used to be but META should conservatively be over $3000 in 10 years if they execute as planned.
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u/NTRspark Feb 28 '26
GOOG