Although heavily weighted toward the trading of stock options, this advisory service takes great pride and accomplishment in picking stocks. We also have a tendency to limit names to a handful of truly outstanding companies, as is evident by TSLA and PLTR dominating our 'Stock of The Year" selections in four of the past five years.
The names we go all in on for the long term share certain common characteristics beyond exponential stock appreciation potential and you don't have to just take my word for it: I asked Grok (X's AI tool) to identify and distinguish common characteristics of the stocks and themes in this portfolio and then, taking the analysis one step further, seek out any new names that might share those very same attributes. Grok came up with several ideas and two names in particular were already on my list of potential candidates for my 2025 Stock of The Year, which will be released to subscribers in December. That, is kismet.
First, a quick review of our longer-term portfolio, one that is seldom reviewed or updated because it is meant to be bought and put away, added to annually if that, and seldom if ever sold.
Long-Term Buy & Hold Portfolio
Notes: (1) TSLA and PLTR have been our "Stock of The Year" selections for four of the the past five years and if you think about it, for a Buy and Hold portfolio that is as it should probably be; (2) Average Annual Return (according to Grok) = +49.05%
Grok Analysis
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Technology and Innovation: All these companies are heavily invested in or associated with cutting-edge technology:
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Tesla (TSLA) is known for its electric vehicles and advancements in battery technology and autonomous driving.
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Palantir (PLTR) focuses on big data analytics and AI, providing solutions for government and enterprise clients.
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MicroStrategy (MSTR) has shifted its business model towards embracing blockchain and cryptocurrency, particularly through its significant Bitcoin holdings.
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Cryptocurrency Exposure: Both GBTC and MSTR are directly linked to cryptocurrency:
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Grayscale Bitcoin Trust (GBTC) is an investment vehicle for Bitcoin exposure without direct ownership.
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MicroStrategy (MSTR) has a large portion of its treasury in Bitcoin, thus its stock price often correlates with Bitcoin's market performance.
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High Growth Potential: Each of these companies has been associated with high growth expectations, often leading to volatile stock prices due to speculative investing:
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Tesla has been known for its stock price volatility due to its growth narrative in the electric vehicle market.
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Palantir has seen significant interest due to its data analytics capabilities in various sectors.
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MicroStrategy's Bitcoin strategy has attracted investors looking for indirect crypto exposure.
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Market Disruption: These companies are or have been seen as disruptors in their respective fields:
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Tesla in the automotive industry with electric and autonomous vehicles.
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Palantir in data analytics, particularly with its government contracts.
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MicroStrategy through its bold move into cryptocurrency investments.
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Coming to Subscription Services in December: Our 2025 Stock Of The Year - likely one of the following two charts:
Candidate #1
