pounding the rock

20 for the 2020s

As the decade's drawing to a close, I thought I'd make a list of 20 stocks to watch for in the next decade. I don't mean that they'll deliver the best returns (in fact, I guarantee they won't!), but that they have the most relevance in the current economy. I believe that by following their earnings releases and presentations, we should have a pretty good grasp on the global economy. I expect that I'll be wrong by quite a bit, too - if you'd made a similar list in 2010, Facebook and Alibaba weren't listed yet, and few would have predicted that a mail-order DVD service would deliver the decade's best returns. In 2010, Nokia was a US$80bn company, and Research in Motion was worth US$30bn. Anyway, being wrong's half the fun, so here's my list:

Internet Tech Hardware Consumer/Entertainment Software Financials
Amazon TSMC Apple Microsoft Mastercard
Google Nvidia Disney Adobe Paypal
Facebook AMD Activision Blizzard MongoDB Blackstone
Alibaba
Tencent
MercadoLibre
Shopify
Meituan Dianping