The Greatest Stocks of All Time…
$NVDA
$AMZN
$AAPL
What do they have in common?
DURABLE TRENDS.
Du·ra·ble
Enduring dominance in a monumentally profitable and popular field.
Apple had the iPhone. Amazon has e-commerce. Nvidia has A.I. These companies lead and leverage durable trends to drive monumental growth.
I invest in high-quality businesses who lead durable trends. From the world’s nicotine obsession to Dutch lithium markets, durable trends are everywhere.
E-commerce
The No. 1 durable trend of the digital age.
$AMZN stock price against gross e-commerce industry revenue, 2017-2024.
The Grigshaw Gist
1.
Follow the Leader.
Invest in up and midstream companies who are actively leading durable trends.
2.
Scale & Network
Trend leaders are distinguished by an incomparable scale and dominance in their field.
3.
Obsess Over Returns
Durable trends should drive high ROIC numbers, proving meaningful growth.
Grigshaw Capital 