BC BUSINESS
Saved by @AnmolNarula11

I own 7 stocks that are 15+ baggers (and counting)

Here are 10 traits they all have in common:

 The data:

Stock / # of bags / purchase year:

$AMZN / 15+ / 2010
$FB / 15+ / 2012
$GOOG / 15+ / 2009
$MELI / 15+ / 2011
$CMG / 20+ / 2012
$NFLX / 60+ / 2010
$TSLA / 60+ / 2012
1: Founder-led

$AMZN - Bezos
$CMG - Ells
$FB- Zuck
$GOOG - Page
$MELI- Galperin
$NFLX - Hastings
$TSLA - Musk

Founders tend to be:
+Detail oriented
+Innovative
+Mission driven
+Think long-term
+Have skin/soul in the game

Look for founders!
2: Consumer-facing

All of these companies attract millions/billions of consumers

This eliminates customer concentration risk and enables long-term brand building
3: High sales growth

All of these companies were growing revenue 20%+ BEFORE I bought them

Sales growth is the engine that drives profit growth

Profit growth is the engine that drives stock appreciation

Find companies that can grow sales 20%+ for decades
4: Word of mouth advertising

The best advertising is no advertising

Invest in companies that make products/services that are so good that their customers do all the marketing
5: Category Mindshare

▪️Name an electric car company
▪️Name a search engine
▪️Name a streaming service

The odds are good that you said Tesla, Google, Netflix

Find companies that grab all of the mindshare in an important, emerging market
6: Pricing Power

▪️If $AMZN raised prices, would you notice?
▪️If $CMG raised prices, would you notice?
▪️If $NFLX raised prices, would you cancel?

Find companies that create so much value that they can raise prices and not lose customers
7: Optionality

$AMZN Bookseller ➡️ AWS / Everything Store
$MELI eBay of Latin America ➡️ PayPal of LatAm
$NFLX DVD-by-mail ➡️ Streaming
$TSLA Sports cars ➡️ Energy Storage

Look for companies with innovation & experimentation built into their DNA
8: Massive opportunity

▪️Facebook wants to connect the world
▪️Netflix wants to entertain the world
▪️Tesla wants the world to switch to sustainable transport

All of these opportunities are measured in the hundreds of billions (if not trillions)
9: Widening Moat

All of these companies widened their moat over time

Moat sources:
▪️Network Effect
▪️Switching Costs
▪️Low-cost production
▪️Brand

Look for companies that are building a lasting competitive advantage
10: Distinctive cultures

▪️ $NFLX 125-slide culture presentation

▪️ $TSLA attracts people who believe deeply in Tesla’s mission

▪️ $AMZN culture celebrates experimentation

Great cultures attract great employees

Find cultures that stand out!
Important:

To earn multi-bagger returns I had to hold through:

▪️50%+ declines
▪️Short-seller reports
▪️Public Relations fiascos

If my behavior was wrong, I wouldn’t have earned multi-baggers

This is why I always:
Interestingly, aside from $MELI, none of these stocks were “hidden”

I had heard of:
▪️Amazon
▪️Chipotle
▪️Facebook
▪️Google
▪️Netflix
▪️Tesla

YEARS before I became a shareholder

Sometimes, great investments are obvious
What company checks all of these boxes today?

One idea: Peloton $PTON

(All the details can be found in my most recent YouTube video)

https://t.co/wFMwTR292X
Want to screen for these traits?

All of them are covered in my investing checklist

You can download a free copy of it here: https://t.co/HI5T9wZgbw
Enjoy this thread?

Follow me @brianferoldi

You may enjoy all of my other threads on money, investing, & self-improvement

https://t.co/9zUKu1NhAl
Summary:

1: Founder-led
2: Consumer-facing
3: High sales growth
4: Word of mouth
5: Mindshare
6: Pricing Power
7: Optionality
8: Huge TAM
9: Widening Moat
10: Distinctive cultures

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It was Utsavam time in Guruvayur. From far behind kitta and family worshipped Guruvayurappan. Annadanam was given daily and no one was left empty stomach. Only Kitta didn't receive. That night, it was only Kitta's family who was sleeping without food. After temple nada closed


Shri Krishna, dressed himself as a Brahmin went to temple Kitchen. He packed food and went directly to kitta's house. Reaching Kitta's house, Shri Krishna told he was sent by a cook of Guruvayur temple and gave them the food he packed. Kitta and family was very happy seeing food.


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