My college roommate loved NVDA and MSTR. Lets use 2007 as the start point for those two. 17 years.
MNST 2024: 61b $59 2007: 3.1b $3 CAGR 19.2% for 19.67x In 2009, it had 133mm in FCF that has grown to a billion a year in 2020s.
NVDA 2024: 1.34t $543 2007: 13.7b $5.61 CAGR: 30.9% for 96x In 2010, it had 408mm in FCF that has grown to 8b in 2022 and 3.8b in 2023.
Hard to beat. I am the idiot who at the time said they barely make money and skyhigh PE. Value is Probability multiplied by Payout. Business is making money and growing the empire. MNST and NVDA did both of those things and the making the money as simplified by the PE lags.
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