10 Stocks For The Next 10 Years

Sep. 11, 2019 3:31 PM ETAPPF, AAPL, GOOG, GOOGL, META, V, ETSY, MTCH, PAYC, TTD79 Comments


  • Investing in businesses for the next 10 years and beyond requires a specific mindset with a focus on consistent operating history.
  • To celebrate the first anniversary of the App Economy Portfolio, I'm giving readers a glimpse into some winners of the service that are well suited for the very long term.
  • The 10 stocks I'm sharing today have many traits that Warren Buffett is usually looking for when he selects an investment.
  • The similarities? Strong leadership, high return on equity, high margins, growing free cash flow and EPS with consistency over the years.
  • I believe these highly profitable and cash-flow accretive businesses are poised to deliver a market-beating performance in the next decade.
  • Looking for a portfolio of ideas like this one? Members of App Economy Portfolio get exclusive access to our model portfolio. Get started today »

Investing for the next 10 years and beyond can sound like a daunting task. The longer your time horizon, the less you are likely to be able to predict accurately what the future may hold. You must think probabilistically to make sure the odds are in your favor.

Tasks with a significant degree of luck require a different discipline altogether. They are won over multiple iterations by obedience to a set of rules. In a strange way, what matters in games with a strong element of chance is not the outcome of any particular event, but the quality of your decisions. You win at chess through repetition. You win at poker and investing through mental toughness (Daniel Crosby, The Behavioral Investor).

This week marks the first anniversary of the launch of the App Economy Portfolio. The service offers a comprehensive solution to invest in businesses that benefit from the inexorable rise of the range of economic activity surrounding mobile applications.

The way I invest follows substantially several of Warren Buffett's tenets:

  • Focus on the business, not the market, the economy, or investor sentiment.
  • Look for a consistent operating history.
  • Ascertain whether the business has favorable long-term prospects.
  • Make sure that management is rational, honest and strategic.
  • Focus on companies that have high return on equity and high margins.
  • Accumulate shares at a price that can be justified by future earnings.
  • Buy with the intention to hold for no less than 10 years.
  • Don't sell unless you have a very compelling reason to.

The App Economy Portfolio goes beyond offering a thematic portfolio. An idea only has value when combined with proper implementation. My goal has been to offer an all-in-one service that combines all the key aspects of a successful investment strategy:

  • Stock ideas with detailed business analysis and

If you are looking for a portfolio of actionable ideas like this one, please consider joining the App Economy Portoflio. Start your free trial today!

The rise of the App Economy is disrupting many industries: retail, entertainment, financials, media, social platforms, healthcare, enterprise software and more.

While keeping in mind some of the best recommendations from experienced gurus of Wall Street such as Warren Buffett, Peter Lynch, Burton Malkiel or Philip Fisher, I am trying to beat the S&P 500 index by a significant margin.

Here are some of the trends reflected in the portfolio:

This article was written by

App Economy Insights profile picture
Unlock a portfolio built to benefit from the rise of the app economy
My name is Bertrand Seguin. I'm a former PwC consultant and veteran financial executive in the video game industry. I've spent 12 years at Bandai Namco Entertainment, leading the Financial Planning and Analysis team in the transition to Digital, Mobile, and Game-as-a-Service. I hold a Master of Science in Management and Finance.

My portfolio is built to disproportionately benefit from the rise of the app economy, the range of economic activity surrounding mobile applications. My investment plan and asset allocation are a result of secular trends I have identified (macro) and in which I take individual bets (micro). I invest with a very long time horizon (ideally 10+ years).

I am fortunate enough to have seen my strategy deliver outstanding results throughout the years.

Discipline and consistency win the game over time. Unfortunately, many investors violate their own model or strategy when their portfolio performance is temporarily disappointing. I would rather sell too late than too early, so I tend to never sell. I let my winners compound to a significant portion of my portfolio and let my losers become insignificant over time.


All App Economy Insights contributions to Seeking Alpha, or elsewhere on the web, are personal opinions only and do not constitute investment advice. All articles, blog posts, comments, emails, and chatroom contributions by App Economy Insights - even those including the word "recommendation" - should never be construed as official business recommendations or advice. In an effort to maintain full transparency, related positions will be disclosed at the end of each article to the maximum extent practicable. The premium service App Economy Portfolio is a research and opinion subscription. I am not registered as an investment adviser. The majority of trades are reported live, but this cannot be guaranteed due to technical constraints. Investors should always do their own due diligence and fact-check all research prior to making any investment decisions. Liability of all investment decisions reside with the individual investor.

Disclosure: I am/we are long AAPL APPF FB GOOG MOMO MTCH PAYC TDD V. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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