Great Businesses from March 2009 bottom

[jeffsreng]

Booking Holding (BKNG)

Expedia (EXPE)

Netflix (NFLX)

United Rentals (URI)

Ulta Beauty (ULTA)

Broadcom (AVGO)

Align Technology (ALGN)

Old Dominion Freight (ODFL)

AerCap Holdings (AER)

Tenneco (TEN)

Signet Jewelers  (SIG)

Domino Pizza (DPZ)

Monster Beverage (MNST)

Keurig Dr Pepper (KDP)

Lululemon Athletica (LULU)

Salesfore (CRM)

Google (GOOGL)

Apple (AAPL)

Visa (V)

Microsoft (MSFT)

Amazon (AMZN)

Facebook (FB)

Tencent (TCEHY)

Baidu (BIDU)

NetEase (NTES)

Nvidia (NVDA)

AMD (AMD)

Micron (MU)

American Tower (AMT)

Moody's (MC0)

O'Reilly Automotive (ORLY)

AutoZone (AZO)

Mastercard (MA)

Ross Stores (ROST)

CarMax (KMX)

SBA Communications (SBAC)

UnitedHealth Group (UNH)

Estee Lauder (EL)

Intuit (INTU)

Credit Acceptance Corp (CACC)

Versign (VRSN)

Fair Isaac (FICO)

Adobe (ADBE)

Paycom Software (PAYC)

Kweichow Moutai Co.

Starbuck (SBUX)

HomeDepot (HD)

Chipotle Mexican Grill (CMG)

Winnebago Industries (WGO)

NVR (NVR)

 

Am I missing any other great business?  I'm creating a CoBF Top 50 mutual fund 8) Thanks.

[brianr27]

You are missing the great companies from 2029 ;)

[jeffsreng]

The biggest mistakes an investor can make are Omission and NOT holding it longer. You can 10X with these names.  I'm making a list for my teenage cousins to study :)

[LC]

I disagree. The biggest mistake is permanent loss of capital.

[jeffsreng]

Permanent loss of capital is part of investing. I haven't meant anyone who didn't lose their capital before. As long as you have 6 out of 10 winners, you have capital to battle another day.

[scorpioncapital]

I disagree. The biggest mistake is permanent loss of capital.

 

Even worse than permanent loss of capital due to choosing a bad company is loss of capital due to unforced error of say using derivatives or leverage which is 100% under one's control.

[jeffsreng]

"There are two kinds of people who lose money: those who know nothing and those who know everything." - Henry Kaufman