The super companies of the decade

Buy or sell the long term super winners?

How many of these 40 companies do you regularly think about?

1. Super Micro Computer Inc

2. Howmet Aerospace Inc

3. Vistra Corp

4. Quanta Services Inc

5. Targa Resources Corp

6. Axon Enterprise Inc

7. Arista Networks Inc

8. GE Aerospace

9. Tapestry Inc

10. Jabil Inc

11. Royal Caribbean Group

12. NRG Energy Inc

13. Texas Pacific Land Corp

14. Builders FirstSource Inc

15. Steel Dynamics Inc

16. Palo Alto Networks Inc

17. Trane Technologies PLC

18. United Rentals Inc

19. Advanced Micro Devices Inc

20. Fair Isaac Corp

21. KLA Corp

22. Monolithic Power Systems Inc

23. Cadence Design Systems Inc

24. ServiceNow Inc

25. Lam Research Corp

26. TKO Group Holdings Inc

27. Progressive Corp

28. TransDigm Group Inc

29. Fortinet Inc

30. Domino’s Pizza Inc

31. Cintas Corp

32. Eli Lilly and Co

33. Intuitive Surgical Inc

34. Tyler Technologies Inc

35. Deckers Outdoor Corp

36. Old Dominion Freight Line Inc

37. Regeneron Pharmaceuticals Inc

38. Salesforce Inc

39. O’Reilly Automotive Inc

40. Amphenol Corp

You should think of them all the time!

They are the best performing stocks of the last two decades, as depicted below. I’ve just excluded the around ten most obvious ones, like Nvidia, Broadcom, Netflix, Tesla, Monster, Amazon and Apple

Charlie Bilello on X

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I asked my own Valuation LLM for its opinion on 10 of the 20 companies in the 5-year group (excluding Mag-7 companies like Nvidia)