Nearly every great long-term investor seems to own at least one of these six companies:
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Moody's(MCO)$ $S&P Global(SPGI)$ $MasterCard(MA)$ $Visa(V)$
There is a clear common thread: high-quality businesses with strong competitive moats, recurring revenue, pricing power, high returns on capital and relatively asset-light business models.
And importantly, this is not simply an AI basket. You have AI/cloud exposure through Microsoft and Alphabet, but also the financial-information and payments compounders that benefit from long-term structural growth.
But here's the interesting question:
đ What if you built an equal-weighted ETF holding only these six companies?
Could it outperform the $S&P 500(.SPX)$ over the next decade?
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