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 for Rocket Lab (RKLB), which was also a buy-and-hold pick of David Gardner on his recent Stock Club episode. It’s clear the race for space is heating up, and it’s arguably the best option on the market.
Mike stays in the futuristic lane, picking Uber (UBER). He’s betting that it will be the great aggregator and the gateway between consumers and the somewhat segmented autonomous vehicle market. But it could get disrupted by a provider going straight to the people.
Emmet then pitches one of his investing regrets, MercadoLibre (MELI), as he let these shares go too soon. It’s a slice of Latin America’s e-commerce and banking sectors and has an undersaturated market. In Brazil alone, its market share has doubled since 2020.
They then wrap up with long-discussed CRISPR Therapeutics (CRSP), the leading provider of gene therapy, and Constellation Software (CSU), the great acquirer down in the dumps.
Psssst…. We don’t think you’ll want to miss this year’s Investicon. Grab your early bird tickets now: https://www.investicon.ie/
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00:00 Intro04:31 Time Machine Setup05:27 2019 Picks Recap19:20 Growth Portfolio Takeaways24:11 Waste Management26:36 Rocket Lab30:12 Uber
33:56 Mercado Libre40:15 CRISPR43:10 Constellation Software52:40 Podcast Favorites Recap
