20 stocks to buy and… hold for decades. 1) $HIMS | Hims&Hers Type...
Misunderstood Multibaggers@meeijer
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May 03, 2025
~10 min read
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20 stocks to buy and… hold for decades.
1) $HIMS | Hims&Hers
Type of company: hyper-growth
Description: $HIMS is a telehealth platform offering accessible, personalized healthcare solutions for various conditions.
Why is $HIMS a great hold during the next decade?
• TAM will continue to experience explosive growth
• $HIMS will broaden its product offerings, tapping into new consumer needs
• The partnership with $NVO will strengthen, driving further growth opportunities
• Management will continue executing effectively, delivering on strategic goals
• There is significant potential for margin expansion and a reduction in marketing costs
$HIMS is a great hold in the coming decades; it will become the $NFLX of healthcare.
1) $HIMS | Hims&Hers
Type of company: hyper-growth
Description: $HIMS is a telehealth platform offering accessible, personalized healthcare solutions for various conditions.
Why is $HIMS a great hold during the next decade?
• TAM will continue to experience explosive growth
• $HIMS will broaden its product offerings, tapping into new consumer needs
• The partnership with $NVO will strengthen, driving further growth opportunities
• Management will continue executing effectively, delivering on strategic goals
• There is significant potential for margin expansion and a reduction in marketing costs
$HIMS is a great hold in the coming decades; it will become the $NFLX of healthcare.
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2) $ASML | ASML
Type of company: quality-growth
Description: $ASML is a leading supplier of photolithography equipment essential for semiconductor manufacturing.
Why is $ASML a great hold during the next decade?
• $ASML is the cornerstone of the semiconductor industry
• Demand for AI will continue to surge
• $ASML will continue robust buyback programs enhancing shareholder value
• $ASML has strong financials with impressive margins
• $ASML has a HUGE moat
$ASML is a pivotal player in the semiconductor space, making it a very compelling long-term investment.
Type of company: quality-growth
Description: $ASML is a leading supplier of photolithography equipment essential for semiconductor manufacturing.
Why is $ASML a great hold during the next decade?
• $ASML is the cornerstone of the semiconductor industry
• Demand for AI will continue to surge
• $ASML will continue robust buyback programs enhancing shareholder value
• $ASML has strong financials with impressive margins
• $ASML has a HUGE moat
$ASML is a pivotal player in the semiconductor space, making it a very compelling long-term investment.
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3) $TMDX | Transmedics
Type of company: quality-growth
Description: $TMDX develops organ transplant systems to improve organ preservation and transportation.
Why is $TMDX a great hold during the next decade?
• The demand for organ transplants will continue to rise globally
• $TMDX has significant opportunities to expand its presence beyond the U.S.
• There’s substantial room for margin expansion as the company scales
$TMDX is revolutionizing organ transplantation, positioning itself for enormous long-term growth.
Type of company: quality-growth
Description: $TMDX develops organ transplant systems to improve organ preservation and transportation.
Why is $TMDX a great hold during the next decade?
• The demand for organ transplants will continue to rise globally
• $TMDX has significant opportunities to expand its presence beyond the U.S.
• There’s substantial room for margin expansion as the company scales
$TMDX is revolutionizing organ transplantation, positioning itself for enormous long-term growth.
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4) $NVO | Novo Nordisk
Type of company: quality-growth
Description: $NVO is a global healthcare company specializing in diabetes and obesity care.
Why is $NVO a great hold during the next decade?
• Demand for drugs like Ozempic and Wegovy is set to keep growing rapidly
• $NVO benefits from a robust and defensible competitive moat
• $NVO consistently delivers strong margins, driving profitability
• $NVO will continue expanding its footprint and market share in the US
Imo, $NVO is the top pharma stock to buy right now; demand for its drugs is set to grow rapidly over the next decade.
Type of company: quality-growth
Description: $NVO is a global healthcare company specializing in diabetes and obesity care.
Why is $NVO a great hold during the next decade?
• Demand for drugs like Ozempic and Wegovy is set to keep growing rapidly
• $NVO benefits from a robust and defensible competitive moat
• $NVO consistently delivers strong margins, driving profitability
• $NVO will continue expanding its footprint and market share in the US
Imo, $NVO is the top pharma stock to buy right now; demand for its drugs is set to grow rapidly over the next decade.
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5) $NBIS | Nebius
Type of company: Hyper, HYPER-growth
Description: A diversified tech company with ventures in AI, cloud computing, and autonomous technologies.
Why is $NBIS a great hold during the next decade?
• Demand for AI will continue to skyrocket
• Demand for cloud will continue to boom
• $NBIS has 3 subsidiaries with each have a ton of potential:
- Toloka: data processing
- Tripleten: edtech
- Avride: autonomous vehicle and delivery robots
$NBIS is a diversified company poised to capitalize on multiple high-growth tech sectors.
Type of company: Hyper, HYPER-growth
Description: A diversified tech company with ventures in AI, cloud computing, and autonomous technologies.
Why is $NBIS a great hold during the next decade?
• Demand for AI will continue to skyrocket
• Demand for cloud will continue to boom
• $NBIS has 3 subsidiaries with each have a ton of potential:
- Toloka: data processing
- Tripleten: edtech
- Avride: autonomous vehicle and delivery robots
$NBIS is a diversified company poised to capitalize on multiple high-growth tech sectors.
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6) $GOOGL | Alphabet
Type of company: quality growth
Description: $GOOGL is the parent company of Google, operating across search, advertising, cloud, and emerging tech.
Why is $GOOGL a great hold during the next decade?
• Waymo is experiencing significant growth and is poised to continue its expansion
• Google Cloud Platform (GCP) will maintain rapid growth as demand for cloud services soars
• While Search growth will slow, it will remain a steady revenue driver for $GOOGL
• $GOOGL’s AI initiatives are on an accelerated growth trajectory, expanding across industries
• $GOOGL is positioning itself to become a dominant force in quantum computing
$GOOGL’s diversified portfolio and tech advancements make it a very resilient long-term investment.
Type of company: quality growth
Description: $GOOGL is the parent company of Google, operating across search, advertising, cloud, and emerging tech.
Why is $GOOGL a great hold during the next decade?
• Waymo is experiencing significant growth and is poised to continue its expansion
• Google Cloud Platform (GCP) will maintain rapid growth as demand for cloud services soars
• While Search growth will slow, it will remain a steady revenue driver for $GOOGL
• $GOOGL’s AI initiatives are on an accelerated growth trajectory, expanding across industries
• $GOOGL is positioning itself to become a dominant force in quantum computing
$GOOGL’s diversified portfolio and tech advancements make it a very resilient long-term investment.
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7) $AMD | Advanced Micro Devices
Type of company: Growth
Description: $AMD designs high-performance computing and graphics solutions for various markets.
Why is $AMD a great hold during the next decade?
• Demand for AI chips and accelerators will continue to surge
• $AMD is gaining momentum in the data center and cloud markets
• More companies could switch to $AMD from $NVDA
• $AMD could gain market share from $NVDA
$AMD is a compelling semiconductor play; if it successfully captures market share from $NVDA in AI and data centers, it could deliver 5x returns or more over the next decade.
Type of company: Growth
Description: $AMD designs high-performance computing and graphics solutions for various markets.
Why is $AMD a great hold during the next decade?
• Demand for AI chips and accelerators will continue to surge
• $AMD is gaining momentum in the data center and cloud markets
• More companies could switch to $AMD from $NVDA
• $AMD could gain market share from $NVDA
$AMD is a compelling semiconductor play; if it successfully captures market share from $NVDA in AI and data centers, it could deliver 5x returns or more over the next decade.
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8) $AMZN | Amazon
Type of company: quality
Description: $AMZN is a global e-commerce and cloud computing giant with diverse business operations.
Why is $AMZN great hold during the next decade?
• $AMZN ads segment will continue to grow at a solid pace
• Demand for cloud services will continue to grow globally
• $AMZN dominates e-commerce and is expanding into high-margin verticals
• $AMZN Web Services is a cash machine funding long-term growth
• $AMZN is rapidly integrating AI across its business, from retail to cloud
$AMZN’s diversified operations and innovation drive its long-term investment appeal.
Type of company: quality
Description: $AMZN is a global e-commerce and cloud computing giant with diverse business operations.
Why is $AMZN great hold during the next decade?
• $AMZN ads segment will continue to grow at a solid pace
• Demand for cloud services will continue to grow globally
• $AMZN dominates e-commerce and is expanding into high-margin verticals
• $AMZN Web Services is a cash machine funding long-term growth
• $AMZN is rapidly integrating AI across its business, from retail to cloud
$AMZN’s diversified operations and innovation drive its long-term investment appeal.
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9) $HOOD | Robinhood
Type of company: hyper-growth
Description: $HOOD is a fintech platform offering commission-free trading and financial services.
Why is $HOOD a great hold during the next decade?
• Retail investing is becoming a long-term generational trend
• $HOOD is expanding beyond trading into banking and retirement products
• Fintech will continue to gain market share from traditional banks
• $HOOD will continue to grow at a solid pace
With its expanding product suite and growing user base, $HOOD is positioned to become a dominant force in the future of fintech.
Type of company: hyper-growth
Description: $HOOD is a fintech platform offering commission-free trading and financial services.
Why is $HOOD a great hold during the next decade?
• Retail investing is becoming a long-term generational trend
• $HOOD is expanding beyond trading into banking and retirement products
• Fintech will continue to gain market share from traditional banks
• $HOOD will continue to grow at a solid pace
With its expanding product suite and growing user base, $HOOD is positioned to become a dominant force in the future of fintech.
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10) $SOFI | Sofi technologies
Type of company: hyper-growth
Description: $SOFI is a digital personal finance company offering a suite of financial products.
Why is $SOFI a great hold during the next decade?
• Demand for digital-first banking and lending is accelerating
• $SOFI is a one-stop financial platform with banking, investing, and lending
• $SOFI holds a national bank charter, boosting margins and reducing costs
• $SOFI will continue to grow members, deposits, and cross-product adoption
$SOFI is a great investment over the next decade; it will grow at a fast pace, become a leading financial platform, and expand its offerings.
Type of company: hyper-growth
Description: $SOFI is a digital personal finance company offering a suite of financial products.
Why is $SOFI a great hold during the next decade?
• Demand for digital-first banking and lending is accelerating
• $SOFI is a one-stop financial platform with banking, investing, and lending
• $SOFI holds a national bank charter, boosting margins and reducing costs
• $SOFI will continue to grow members, deposits, and cross-product adoption
$SOFI is a great investment over the next decade; it will grow at a fast pace, become a leading financial platform, and expand its offerings.
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11) $MELI | Mercado Libre
Type of company: quality-growth
Description: $MELI is Latin America’s leading e-commerce and fintech platform.
Why is $MELI a great hold during the next decade?
• E-commerce and digital payments adoption in Latin America is still in early innings
• $MELI is the dominant player in both online retail and fintech across key LATAM markets
• $MELI’s fintech arm will continue to scale fast, rivaling standalone digital banks
• $MELI will continue to grow revenue and operating income at a strong, consistent pace
• $MELI has a wide moat
$MELI is uniquely positioned to capitalize on LATAM’s digital transformation.
Type of company: quality-growth
Description: $MELI is Latin America’s leading e-commerce and fintech platform.
Why is $MELI a great hold during the next decade?
• E-commerce and digital payments adoption in Latin America is still in early innings
• $MELI is the dominant player in both online retail and fintech across key LATAM markets
• $MELI’s fintech arm will continue to scale fast, rivaling standalone digital banks
• $MELI will continue to grow revenue and operating income at a strong, consistent pace
• $MELI has a wide moat
$MELI is uniquely positioned to capitalize on LATAM’s digital transformation.
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12) $OSCR | Oscar health
Type of company: Hyper-growth
Description: $OSCR is a tech-driven health insurance company offering personalized care solutions.
Why is $OSCR a great hold during the next decade?
• The healthcare market is rapidly shifting toward tech-driven solutions
• $OSCR will maintain its leadership in digital health insurance, offering personalized care and 24/7 virtual support
• $OSCR will continue expanding its member base and entering new markets, increasing its reach
$OSCR is set to be a major player in the future of digital health insurance. It’s a great hyper-growth play.
Type of company: Hyper-growth
Description: $OSCR is a tech-driven health insurance company offering personalized care solutions.
Why is $OSCR a great hold during the next decade?
• The healthcare market is rapidly shifting toward tech-driven solutions
• $OSCR will maintain its leadership in digital health insurance, offering personalized care and 24/7 virtual support
• $OSCR will continue expanding its member base and entering new markets, increasing its reach
$OSCR is set to be a major player in the future of digital health insurance. It’s a great hyper-growth play.
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13) $UBER | Uber technologies
Type of company: quality-growth
Description: $UBER is a global platform for ride-sharing, food delivery, and freight services.
Why is $UBER a great hold during the next decade?
• The demand for on-demand transportation and delivery services will continue to rise
• $UBER will continue to dominate both ride-sharing and food delivery with Uber Eats
• $UBER will continue expanding into new verticals like freight and autonomous driving
• $UBER will continue to invest heavily in technology, positioning itself as a leader in the future of mobility and logistics
$UBER is well-positioned to lead in the evolving mobility and delivery sectors.
Type of company: quality-growth
Description: $UBER is a global platform for ride-sharing, food delivery, and freight services.
Why is $UBER a great hold during the next decade?
• The demand for on-demand transportation and delivery services will continue to rise
• $UBER will continue to dominate both ride-sharing and food delivery with Uber Eats
• $UBER will continue expanding into new verticals like freight and autonomous driving
• $UBER will continue to invest heavily in technology, positioning itself as a leader in the future of mobility and logistics
$UBER is well-positioned to lead in the evolving mobility and delivery sectors.
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14) $MSFT | Microsoft
Type of company: quality
Description: $MSFT is a technology company offering software, hardware, and cloud services.
Why is $MSFT a great hold during the next decade?
• Cloud adoption will continue to accelerate, with $MSFT Azure leading the way
• $MSFT will continue to dominate the enterprise software market, with strong offerings in Office 365, LinkedIn, and Dynamics
• $MSFT’s diversified portfolio and global presence provide a robust moat
$MSFT’s innovation and market leadership make it a solid long-term investment.
Type of company: quality
Description: $MSFT is a technology company offering software, hardware, and cloud services.
Why is $MSFT a great hold during the next decade?
• Cloud adoption will continue to accelerate, with $MSFT Azure leading the way
• $MSFT will continue to dominate the enterprise software market, with strong offerings in Office 365, LinkedIn, and Dynamics
• $MSFT’s diversified portfolio and global presence provide a robust moat
$MSFT’s innovation and market leadership make it a solid long-term investment.
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15) $TSM | TSMC
Type of company: quality-growth
Description: $TSM is the world’s largest dedicated independent semiconductor foundry.
Why is $TSM a great hold during the next decade?
• Demand for semiconductors will continue to surge, mainly driven by AI
• $TSM will continue to be the global leader in advanced chip manufacturing, with cutting-edge process technologies
• $TSM has a massive, diversified customer base across key sectors like automotive, tech, and consumer electronics
• $TSM’s dominant position in the semiconductor supply chain provides an amazing moat
$TSM is crucial to the global tech ecosystem, offering a ton of growth potential during the next decade.
Type of company: quality-growth
Description: $TSM is the world’s largest dedicated independent semiconductor foundry.
Why is $TSM a great hold during the next decade?
• Demand for semiconductors will continue to surge, mainly driven by AI
• $TSM will continue to be the global leader in advanced chip manufacturing, with cutting-edge process technologies
• $TSM has a massive, diversified customer base across key sectors like automotive, tech, and consumer electronics
• $TSM’s dominant position in the semiconductor supply chain provides an amazing moat
$TSM is crucial to the global tech ecosystem, offering a ton of growth potential during the next decade.
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16) $NVDA | Nvidia
Type of company: quality-growth
Description: $NVDA is a leading designer of GPUs.
Why is $NVDA a great hold during the next decade?
• Demand for AI, machine learning, and data center solutions will continue to skyrocket
• $NVDA will continue to be the dominant player in GPUs, powering everything from gaming to enterprise AI
• $NVDA’s leadership in AI hardware, software, and partnerships is expanding its market reach
• $NVDA will continue to have a unique competitive moat, with its GPUs deeply integrated into industries like gaming, data centers, and autonomous vehicles
$NVDA is the undisputed leader in AI hardware, with massive long-term growth potential.
Type of company: quality-growth
Description: $NVDA is a leading designer of GPUs.
Why is $NVDA a great hold during the next decade?
• Demand for AI, machine learning, and data center solutions will continue to skyrocket
• $NVDA will continue to be the dominant player in GPUs, powering everything from gaming to enterprise AI
• $NVDA’s leadership in AI hardware, software, and partnerships is expanding its market reach
• $NVDA will continue to have a unique competitive moat, with its GPUs deeply integrated into industries like gaming, data centers, and autonomous vehicles
$NVDA is the undisputed leader in AI hardware, with massive long-term growth potential.
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17) $CDLR | Cadeler
Type of company: hyper-growth
Description: $CDLR is a key offshore wind service provider, specializing in turbine installation and maintenance.
Why is $CDLR a great hold during the next decade?
• The offshore wind energy market is poised for significant growth as the world shifts toward renewable energy
• $CDLR will continue to be a leading player in the offshore wind sector, providing specialized installation and maintenance services
• The company’s advanced fleet and strong industry expertise position it for continued expansion
• $CDLR is well-positioned to capitalize on the growing demand for sustainable energy solutions
$CDLR is a top-tier pick in clean energy infrastructure with high long-term upside potential.
Type of company: hyper-growth
Description: $CDLR is a key offshore wind service provider, specializing in turbine installation and maintenance.
Why is $CDLR a great hold during the next decade?
• The offshore wind energy market is poised for significant growth as the world shifts toward renewable energy
• $CDLR will continue to be a leading player in the offshore wind sector, providing specialized installation and maintenance services
• The company’s advanced fleet and strong industry expertise position it for continued expansion
• $CDLR is well-positioned to capitalize on the growing demand for sustainable energy solutions
$CDLR is a top-tier pick in clean energy infrastructure with high long-term upside potential.
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18) $TTD | the trade desk
Type of company: quality-growth
Description: $TTD is a leading independent programmatic advertising platform for digital marketers.
Why is $TTD a great hold during the next decade?
• Demand for programmatic advertising will continue to grow as digital ad spend shifts
• $TTD’s strong platform and technology will continue to attract top-tier advertisers and agencies
• Best-in-class ad tech platform with strong customer retention
$TTD is the most dominant player in independent ad tech and a top-tier quality compounder.
Type of company: quality-growth
Description: $TTD is a leading independent programmatic advertising platform for digital marketers.
Why is $TTD a great hold during the next decade?
• Demand for programmatic advertising will continue to grow as digital ad spend shifts
• $TTD’s strong platform and technology will continue to attract top-tier advertisers and agencies
• Best-in-class ad tech platform with strong customer retention
$TTD is the most dominant player in independent ad tech and a top-tier quality compounder.
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19) $NU | Nubank
Type of company: growth
Description: $NU is Latin America’s largest digital bank offering mobile-first banking, credit, and insurance services.
Why is $NU a great hold during the next decade?
• Digital banking adoption in Latin America is accelerating, providing massive growth potential
• $NU is the leading digital bank in Latin America, offering a full suite of financial services
• $NU’s innovative, mobile-first approach attracts a rapidly growing customer base
• The company is expanding its product offerings, from banking to credit and insurance
With its dominant position in Latin American digital banking, $NU is set to become one of the most important fintechs of the next decade.
Type of company: growth
Description: $NU is Latin America’s largest digital bank offering mobile-first banking, credit, and insurance services.
Why is $NU a great hold during the next decade?
• Digital banking adoption in Latin America is accelerating, providing massive growth potential
• $NU is the leading digital bank in Latin America, offering a full suite of financial services
• $NU’s innovative, mobile-first approach attracts a rapidly growing customer base
• The company is expanding its product offerings, from banking to credit and insurance
With its dominant position in Latin American digital banking, $NU is set to become one of the most important fintechs of the next decade.
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20) $LMND | Lemonade
Type of company: hyper-growth
Description: $LMND is an AI-driven digital insurance platform offering homeowners, renters, pet, and life insurance.
Why is $LMND a great hold during the next decade?
• The demand for digital-first insurance solutions will continue to grow, especially among younger consumers
• AI streamlines underwriting and claims, improving efficiency
• The company’s subscription-based model provides predictable, recurring revenue
• $LMND will expand into new markets and insurance lines
$LMND is disrupting legacy insurance with technology and is well-positioned to scale long-term.
Thanks for reading!
Type of company: hyper-growth
Description: $LMND is an AI-driven digital insurance platform offering homeowners, renters, pet, and life insurance.
Why is $LMND a great hold during the next decade?
• The demand for digital-first insurance solutions will continue to grow, especially among younger consumers
• AI streamlines underwriting and claims, improving efficiency
• The company’s subscription-based model provides predictable, recurring revenue
• $LMND will expand into new markets and insurance lines
$LMND is disrupting legacy insurance with technology and is well-positioned to scale long-term.
Thanks for reading!