I have not identified any stock with such potential that also fit my risk appetite. We can probably identify new energy, AI and technology as the new industries of the future with potential for much growth. However, within each industry, it is hard to identify the winner so early on.


For my risk appetite, I prefer to have some clarity before putting my money in. I think it is better to earn less than to lose money. After all, if I identify a stock that I am willing to put in money, it will be likely a small position that gives small absolute profit versus my conviction at a later time to put in more to yield a bigger profit margin. While waiting for this clarity, putting my money in winner stocks could yield better returns. So, I definitely agree that recognising the iPhone moment is more important than holding for 15 years.


RKLB might have that moat based innovation potential given that barrier to entry is high which would limit competition, yet demand could be high in the future.