If I had a limited number of lifetime “punches,” I would reserve them for a few durable names:
Berkshire Hathaway for its cash strength and crisis resilience.
Microsoft for its irreplaceable software ecosystem.
Alphabet for search, YouTube and its data moat.
Amazon for AWS and its unmatched logistics.
Visa/Mastercard for their global payment rails.
Costco for a membership model that compounds steadily.
Nvidia only with careful sizing, given its AI leadership but higher volatility.
These are the types of companies I would hold for years through any cycle, because their business models age well rather than fade with trends.
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