Hey guys it's sasha today, i want to talk about 10 companies that i think have the best chance to increase a value 10 fold in the next 10 years. I am invested in all of these companies for obvious reasons, and i think it will be interesting to share some quick thoughts on each one and why. I think that company has the sort of potential to increase in value by a factor of 10. growing in value by 10.

Times is pretty crazy in terms of investing returns, and not that many companies do it, but plenty of companies have done it. It does happen and plenty of companies will continue doing it as well. If you do the math, you only have to grow by 26 per year over a 10 year period in order to multiply by 10 and yes, 26 per year is very high when the market grows somewhere between 9 and 10 on average. But it does happen, and here is my view on the companies that i think could do it - that i am investing in just before we get to the list.

Here is the obligatory word of caution. I am just a random guy on youtube. I do not own a crystal ball and i am also not a financial advisor. I'm just here sharing my thoughts.

So if you do need financial advice, please make sure you go and seek the help of a suitably qualified professional all right. First on the list is google or alphabet, as the company is technically known, i am not sure i will ever switch to actually calling them alphabet anyway. Google is a monster and is already the fourth biggest company in the world with a two trillion dollar market cap. So some people might think this is an odd one to start with.

Surely, if you're going for companies that will increase in value 10 times, you should probably look a little further down the list. Well, i would politely disagree. I actually think google is still early on in their growth journey. I don't think we've seen anything yet 20 years might seem like a very long time for us to be living with google in our lives for them to be doing their thing.

But there are a lot of pointers out there, indicating that we are still right at the beginning of the journey. Google actually did a 10x over the last 10 years, as of the point of which i'm making this video, but here is where they are today. Looking forwards, they are in complete control, complete domination of the aggregation and distribution of information around the world. Just think of that, for a second just think what that means and think of the power that that brings.

They have wiped the floor with all other search engines and there is now no competition. Yes, there are other search engines. I am aware, but if you are honest with yourselves, this is the place we're at they also own youtube, and that also has not no competition. Youtube just happens to be the second biggest search engine in the world by far the biggest and faster growing video information platform out there, then you have the android system.

You have google cloud, your email, the vast majority of global advertising, also happens to run through. Well, you guessed it. Google, the power of monopoly here is insane the multiplicative effect of those different monopolies on each other is even more insane and, as all other online technologies, the internet of things, blah blah blah grow as all of them happen. So will google because google is the gateway to all of those things? They are the guys who, let you access them and sell you the shovels.

As you go up there. Google share price is up 94 in the last 12 months. It is so easy to write them off as a story of the past. I actually think they're just getting started.

Their revenues have grown 41 in q3 compared to q3 last year. Their net income grew by more than 50 percent year on year and their pe multiple. At the same time is 32, with that ridiculous level of growth, the same level of growth that other companies have, which would justify a completely different kind of valuation. Now next, up on my list is tesla.

Tesla has only just in the last few days joined to the one trillion dollar club and it seems ridiculous to suggest that they could increase in size 10 times from here i mean the inevitable comments are going to pop up down there. That will remind you, the tesla is already worth more than all the other car manufacturers combined and their market share of e-visas only going to drop as all the competition that has been coming joins the party, and so it is obviously a losing game. And yet the arguments were exactly the same when blackberry, nokia and motorola were, you know, destroyed by apple and then apple's share of the smartphone market completely collapsed from 100, when they launched the first iphone to just a measly 14 that it is today, and that was So bad for the share price that it rose 50 times since that first iphone announcement in 2007.. All right tesla is doing something completely different to everybody else.

In the car space they make margins that no other car manufacturer in the world can get even remotely close to their demand is exploding at the same time as every other car manufacturer is seeing one of the biggest ever declines in sales. They sell software that costs 10 000 that has not even been released yet and guess what people are buying that software and that's before we talk about the energy side of the business or anything else. So aside from whatever your personal views are, these numbers are bonkers. I have talked enough about teslas, i'm not gon na go on and on, but this is literally all happening right in front of us.

We can all see it. We all have access to the same information and as an investor, i am dumbfounded when people decide to go and hate a company that is doing so many things right and miss out on one of the biggest investing opportunities ever in spite of the things that they Can see with their own eyes anyway? Next up is another company that i have talked about a fair bit before, and that is fiverr. I am not gon na go and dwell on this one, because i have in-depth videos that do fiverr has a 6.1 billion dollar valuation, so it's pretty small now share price has recently taken a beating. It is down today uh, as i was recording this video.

It was 168 uh, it might go up later when i'm actually editing the company is growing at a ridiculous pace in an industry that is going to continue growing at a stupid pace for the next 10 years and beyond. They let people access a workforce for a very cheap price, with a very high element of ease. It is incredible what these guys, along with upwork and some other people, are doing, but they are reinvesting everything that they earn into the business, and that is where the secret sources for fifa they think about their business in a very different way to many others. The profitability of the business on a cohort basis is insane.

They literally publish the numbers that show this, and i talk about that in some of the videos and, if you're an analyst, who can't be bothered to do your job properly and actually understand what the numbers mean. You might just look at the high level numbers and show that one quarterly loss after another is happening, and you won't see anything. That's actually happening under the bonnet and fiverr will be that company, where people will do a massive surprise phase when the share price begins. Jumping at some crazy levels when the profits eventually begin coming in and people will be wondering how could anyone possibly have seen it coming another one of my favorites is lucid motors, and this is one that's going to divide opinion.

It's actually jumping massively today. So i'm not even going to know what the share price is, because you know i'm recording this video a couple of days before the official event associated with the very first car delivery. Why would any numpty invest in a company that has not sold a single car? It is horrifically overvalued and the valuation is bonkers. It is 47 billion right now.

Maybe it's gon na be a bit higher by the time you're watching, but i've said a lot about lucid recently and i'm not gon na go into more detail here. I will have other videos coming on that, but here is a little thought. Lucid is following in the footsteps of tesla and is only the second ev manufacturer to get a to a point of actually producing and delivering cars in the us and other western countries. Following is a million times easier than treading the path for the first time, which is what tesla had to do and do i think that in 10 years time, lu said with all the advantages they have compared to when tesla was first starting out.

Do i think in 10 years they can have a valuation that is less than half the valuation of tesla today, yeah yeah, i do again following is far easier than going in. First, all right next up is square square, has been very busy disrupting the world of payments and has recently made inroads with e-commerce and crypto as well. Their market cap at the moment is 118 million dollars, so they can become a one trillion. Companies sasha right.

Well, banks and many other financial institutions at the moment. Don't fare very well at all on valuations, but the great thing about square's business model is that they are not trying to become yet another one of those they are operating at the business end of things. The space the business end where money can actually be made within financial services and they are constantly innovating all the way from. I don't know if you remember way back when when they launched the card reader, they connected to your phone through the headphone jack.

Remember those headphone jacks well, the last few quarters square has been growing at 59, 52, 79 and 91, and the next results are coming out next week. Do i think they can continue on that trajectory? I would be massively surprised if they didn't, even if they dropped to just 40 growth rates. Just 40 gross rates and the pe ratio at the moment is 250, and that can easily fall all the way down to 20 or 30, and the company will still do a 10x in the next 10 years. All right.

The next company on my 10 times list is palantir. Most people seem to be confused by what palencia do, and so they don't invest. But this is the world leader in systems that aggregate data from multiple different sources and allow company to make far better use of that data in a really simple way. The rate of growth in the company is insane, and it's not even the crazy annual revenue growth that is already sky high that i'm particularly excited about.

I am actually far more excited by how fast their contract, size and duration and numbers are growing. That is an indicator of how fast revenue will grow in the future, because they have to first sign these contracts and then deliver against them. We know what the revenues in future years are already going to look like, and the rate of growth in that number is higher than their current rate of growth, so their market cap at the moment is 50 billion dollars and their annualized revenue from q2 is one And a half billion with a 76 gross margin. This is a monster stock that could do a heck of a lot more than 10 times in the next 10 years, and i have a funny feeling that they might get to that 10x marker a bit more quicker than that.

Next up is another company that has recently taken a massive beating in their share price pinterest. I held a position in pinterest actually until a point earlier this year, but the post-covert optics made me make a short-term exit and it sounds like maybe i was more right than i thought. However, my long-term view on the business has not really changed. This is a completely unique search engine with a completely unique business model that is only just getting started.

Their market cap is 29 billion dollars and they are growing insanely fast. In a recent quarterly report, the number of active users in the us dropped in the data and investors completely lost their marbles and the share price tagged that took that one number and decided that that was the only number that mattered all the amazing other numbers. In that same report were basically ignored, i found it funny because the total user base still grew and the annual comparison was comparing q2 this year to q2 last year. You know that quarter when the whole world was sitting at home in lockdown, using things like pinterest pinterest is unique.

It is the world's third biggest search engine after google and youtube. The reality is that they are the only really noticeable search engine out there other than google, precisely because of how unique it is, and that uniqueness also means that they have insane potential to monetize the platform that is not available to other platforms like it that this Is why i think they have only just started scratching the surface of what is possible their main demographic also, this is really important, has very high disposable income very heavily based in the us and western countries. There is just so much to love about the optics here and i know that i will be buying back into pinterest before long. I wish i'll come to that uh in a few weeks and now, let's talk about twitter, because twitter has had all kinds of issues recently, a huge investor court case results that some analysts didn't like the whole trump controversy it just doesn't end, but here is the Reality twitter has already become a monopoly for current events and by current events i mean anything and everything that is happening right now.

They are unique in having captured that space and dominated it and killed off every attempt at trying to compete with them. Every news platform and every social media company out there has already considered the fight everyone just cites twitter, everyone just pastes those twitter widgets into their content. Twitter is still very early on in figuring out how to monetize the platform, but they are incredibly fast. Incredibly, nibble and incredibly effective.

Do you remember how somebody tried to do a startup social media where people could talk in spaces yeah? What happened to that? The ad placement and money making features are still so basic for twitter and so rudimentary? I can see this going. An incredibly long way the platform is here to stay. There is just nothing that is coming close to competing with them, and it is only going to further cement itself as of the place where you can get unofficial opinions from anyone and everyone aware you can get all the latest updates on whatever it is that you Need to get the latest updates on the market cap at the moment is 43 billion dollars. They have set up the lawsuit last quarter, and i frankly think that, from here on out, there is only one real direction in which that stock is going over.

The next 10 years, all right, the next one, is one that you probably didn't have on your shortlist and i'm gon na throw it in there and that's the company's gon na be into it. And if you didn't know who they are. Intuit, provide accounting software for companies to use to manage their finances quickbooks. If you heard of that is an intuit product now, intuit is already very highly valued.

Their market cap is 169 billion dollars, which is a lot uh, so it would take a lot for them to become a 1.7 billion dollar trillion dollar company. Sorry, because at the moment that is pretty much where the biggest companies in the world are the company made less than 10 billion dollars in revenue over the last year. So some would say that they are already overvalued. But growth at the moment is not even that.

High, it is not helping them, they are only just posting about 25 per year, but i think if you look at some of the qualitative elements plus their positioning amongst their peers, the world of work is changing so fast and intuit is in a prime position to Sell them shovels small companies working with bigger companies, one-man companies, contractors outsourcing to different parts of the world. All of that is already explaining exploding and it's only going to continue to explode over the next decade. The age of companies who have hundreds of thousands of workers, whether or not those workers are actually needed or not is over. We are still going to have some of them, but you don't have to do that to become really big and really successful.

Now the internet has only properly been around for 20 years. The next 10 are not going to slow down that pace of change and intuit are one of those guys who are sitting there waiting for the people to set up those small businesses waiting to start working on that contract basis, ready to offer their software. For you know a very reasonable monthly fee that pays them a load of money. The company operates across the whole world pretty much and has a phenomenal proposition.

That goes much further than most. I actually think this one could be very interesting to watch because they are very much flying below the radar and now, let's talk about shopify shopify is a platform that lets anyone with zero technical knowledge go and just set up an e-commerce business online from scratch. In no time business for shopify has been booming, to put it mildly. Revenue is up 46 year-on-year and the gross margin for the business is 54 and the share price seems to be bouncing back up now after it dropped for seemingly no apparent reason after they published some pretty pretty good results.

Shopify have already grown by more than 10 times in the last four years, and i wouldn't put it past them to do that again within the next decade. Remember ten times in the last four years. Can i do it again? Ten, if you found this list interesting, please don't forget to smash the like button for the youtube algorithm. Thank you so much for watching.

I really really appreciate it and, as always i'll see you guys later, you.