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 |
Nvidia | Disney | Adobe | Paypal | |
AMD | Activision Blizzard | MongoDB | Blackstone | |
Alibaba | ||||
Tencent | ||||
MercadoLibre | ||||
Shopify | ||||
Meituan Dianping |