Quality Stocks to Hold Forever

For our forty-third episode, we're exploring the invisible engine that keeps businesses clean, safe, and professional. Think about the mechanic in the clean uniform, the freshly laundered towels at your favorite restaurant, the welcome mat at the entrance of a hotel, the first-aid kit on the factory wall. [pause] There's a very good chance that one single company provides all of it. They are a "roll-up" machine and a master of the subscription-like business model. We are talking about Cintas

When you see a Cintas ($CTAS) truck on the road, you probably think of...

For our forty-second episode, we're talking about the software you've never seen, but that probably affects your life every single day. It's the software that runs the factories that build your car... the software that manages the supply chain that stocks your grocery store... and the software that handles the payroll for millions of employees around the world. We're talking about a German powerhouse that is the undisputed global leader in this mission-critical software. We are talking about SAP.

When you hear the name SAP ($SAP), you think of the powerful, complex, and mission-critical Enterprise Resource...

For our forty-first episode, we're asking a question: what happens after the car crash? [pause] I mean after the tow trucks have come and the insurance claims have been filed. What happens to the cars that are too damaged to be repaired, the ones the insurance company calls a "total loss"? Well, they enter a hidden, multi-billion dollar ecosystem, a massive global marketplace that gives these wrecked vehicles a second life. And that marketplace is dominated by one company. We are talking about Copart.

When you hear the name Copart ($CPRT), you probably think of a...

For our fortieth episode, we're talking about a part of our families that often has four legs. [pause] We’re talking about our pets. The trend is undeniable: we've elevated our pets from the backyard to cherished members of the family. We'll spend almost anything to keep them healthy. Today's company is the "Pfizer for your pet." It's the global leader in the medicines, vaccines, and treatments that our veterinarians rely on every single day. We are talking about Zoetis.

When you hear the name Zoetis ($ZTS), you might know it as the former animal health di...

For our thirty-ninth episode, we're exploring a company that is, for millions of people, the front door to the internet. The one website where you can buy a book, a battery, a banana, and a blockbuster movie, and have it on your doorstep tomorrow. But what if I told you that this colossal retail empire... [pause] isn't actually their most profitable business? Not even close. The real money machine hiding inside this company is something most of its customers have never even heard of. We are talking about the two-headed giant... Amazon.

When you hear the...

For our thirty-eighth episode, we're exploring a company that has been at the forefront of the fight against cancer for decades. A company that built its empire on a unique, two-pillar strategy that is perfectly suited for the future of healthcare. They don't just want to sell you the cure; they want to sell the test that tells you if the cure will work. It’s a story of visionary acquisitions and world-class science. We are talking about the Swiss giant... Roche.

When you hear the name Roche ($RHHBY), you think of a global pharmaceutical powerhouse, a...

For our thirty-seventh episode, we’re talking about the company that killed the CD-ROM. The company that looked at the old, clunky, and expensive way businesses bought software and said... [pause] "there has to be a better way." They pioneered the idea that powerful software shouldn't be a product you install, but a service you subscribe to through the internet. They are the undisputed king of their category and the company that truly brought the business world into the cloud. We are talking about Salesforce.

When you hear the name Salesforce ($CRM), you think of the or...

For our thirty-sixth episode, we're stepping into the world of cutting-edge science. We're talking about a company that is on the front lines in the fight against humanity's toughest diseases—heart disease, cancer, multiple sclerosis. It’s a business built on decades of research, billions of dollars of investment, and the hope of creating blockbuster drugs that can change the world. We are talking about the Swiss giant... Novartis.

When you hear the name Novartis ($NVS), you probably think of a sprawling Swiss healthcare conglomerate, one of the largest pharmaceutical companies in the world with a hand...

For our thirty-fifth episode, we're exploring a company whose logo is in billions of wallets and on millions of storefronts around the globe. It's a business that operates silently in the background of our daily lives, taking a tiny slice of trillions of dollars in global commerce. Like its famous rival, this company is not a bank... [pause] it's a technology network, a secure and vital pipeline for money that makes the modern economy possible. We are talking about Mastercard.

When you see the Mastercard ($MA) logo on your credit or debit card, you probably think...

For our thirty-fourth episode, we're talking about what is arguably the most famous brand ever created. A company whose secret formula is locked away in a vault in Atlanta, a brand that is recognized by an estimated 94% of the world's population. This is the story of how a simple soda fountain drink became a global empire and one of the most perfect business models ever conceived. We are talking about The Coca-Cola Company.

When you hear the name Coca-Cola ($KO), you think of one of the most iconic and valuable brands in history. It's a global...

For our thirty-third episode, we're talking about a company that is a master of the franchise model. A company that owns a portfolio of some of the most iconic fast-food brands on the planet... [pause] the red roof of Pizza Hut, the "Live Más" spirit of Taco Bell, and the secret recipe of 11 herbs and spices from KFC. This is a story of how these seemingly separate empires are all part of one massive, global, cash-gushing machine. We are talking about Yum! Brands.

When you hear the name Yum! Brands ($YUM), you immediately think of i...

For our thirty-second episode, we're talking about a store that feels different. It's a place where you can buy a bag of chicken feed, a pair of Carhartt boots, a welder, and a jar of local honey all under one roof. It's a company that has built a powerful moat not in the bustling cities, but on the outskirts of town, serving the passionate and growing community of people who live what they call the "Life Out Here." We are talking about the largest rural lifestyle retailer in the United States... Tractor Supply Company.

When you...

For our thirty-first episode, we're talking about the smell of fresh-cut lumber... the endless aisles of power tools... and that feeling of starting a weekend project. This is a company that has become the command center for homeowners and professional contractors alike. It's a business that thrives when people invest in their homes, a trend that is as old and reliable as time itself. We are talking about the largest home improvement retailer in the world... The Home Depot.

When you hear the name Home Depot ($HD), you probably think of a massive warehouse for weekend...

For our thirtieth episode, we're exploring a company that has so much confidence in its business model, it trademarked a nickname: The Monthly Dividend Company®. This isn't just a marketing slogan; it's a promise. It's the entire mission of the company. We're going to dive into the world of real estate and uncover how a simple, elegant strategy can create one of the most reliable income streams in the entire stock market. We are talking about the "blue-chip" of real estate investment trusts... Realty Income.

When you hear the name Realty Income ($O), one p...

For our twenty-ninth episode, we’re exploring a name you know. A name you see in big, bright letters on city skylines around the world. A company that for over a century has been a home away from home for travelers. But what if I told you that the modern version of this company doesn't actually own most of its hotels? What if I told you they'd found a much, much better business? We are talking about the global hospitality leader... Hilton.

When you hear the name Hilton ($HLT), you probably picture a global empire of ic...

For our twenty-eighth episode, we’re talking about that dreaded sound... that little light on your dashboard that pops on and fills you with anxiety. The check engine light. [pause] For most of us, it means an expensive trip to the mechanic. But for our company today, it's the beautiful sound of cash registers ringing. They are the trusted partner for both the person who wants to save a buck and fix it themselves, and for the local mechanic who fixes it for you. We are talking about the largest auto parts retailer in America... AutoZone.

Wh...

For our twenty-seventh episode, we're exploring the story of David versus not one, but two Goliaths. For most of its life, this company was known for making the cheaper, "good enough" alternative to the chips that powered our computers. They were on the brink of bankruptcy less than a decade ago. Today... [pause] they are a technological powerhouse at the heart of the AI revolution, the data center, and the world of gaming. We are talking about the incredible comeback story of Advanced Micro Devices, better known as AMD.

When you hear the name...

For our twenty-sixth episode, we're asking a simple question: who actually builds the brains of our modern world? We all know the famous designers—Apple designs the chips for the iPhone, Nvidia designs the GPUs that power the AI revolution. But who physically transforms those brilliant blueprints into the tiny, miraculous pieces of silicon that run our lives? [pause] The answer, for almost every advanced chip on the planet, is a single company. A company based in Taiwan that is the master craftsman of the digital age. We are talking about the Taiwan Semiconductor Manufacturing Company, better known as...

For our twenty-fifth episode, we're ordering in. We're going to talk about a company that took a simple, beloved food and turned it into a high-tech, logistical masterpiece. This is a company that realized they weren't in the food business... they were in the food delivery business. And by focusing on technology and convenience, they transformed themselves from a joke into a global powerhouse that has generated life-changing returns for its shareholders. We are talking about Domino's Pizza.

When you hear the name Domino's ($DPZ), you probably think of quick, affordable pizza delivery. For decades, it...

For our twenty-fourth episode, we're talking about a company whose logo is more recognizable to children than the Christian cross. A business that serves nearly 70 million people every single day in over 100 countries. Now, if I asked you what business they're in, you'd say they sell burgers and fries. [pause] But that would be wrong. The burgers and fries are just the bait. The real business... the secret to their multi-billion dollar empire... is real estate. We are talking about the one and only... McDonald's.

When you hear the name McDonald's ($MCD), you probably think of...

For our twenty-third episode, we're talking about insurance. [pause] Okay, okay, stick with me! [chuckles] I know it doesn't sound exciting, but what if I told you there was a way to profit from the massive, essential insurance industry without taking the risk of a hurricane, a flood, or a wildfire? Today's company is not an insurance company. They are an insurance broker. They are the expert guides, the trusted advisors who help businesses navigate the complex world of risk. They are the ultimate middleman in a multi-trillion dollar industry. We are talking about the incredibly successful, family-led compounding machine... <...

For our twenty-second episode, we’re heading into the laboratory. We're going to talk about a company that was one of the original pioneers of the biotechnology revolution. They don't make pills out of chemicals... no... they harness the power of living cells to create complex biologic drugs that can treat some of the most difficult diseases on Earth, from cancer to kidney failure to autoimmune disorders. We are talking about one of the founding fathers of biotech... Amgen.

When you hear the name Amgen ($AMGN), you probably think of a pioneering biotech firm, one of th...

For our twenty-first episode, we're exploring a company that has fundamentally rewired how humanity connects. It's an empire built not on software for businesses, but on the very fabric of our social lives... our friendships, our families, our photos, and our passions. It's a company that fell from grace in the public eye, only to stage one of the most ferocious business comebacks we've ever seen, all while making a multi-billion dollar bet on the next version of reality itself. We are talking about the owner of Facebook, Instagram, and WhatsApp... the company now known as Meta Platforms.<...

For our twentieth episode, we’re popping the top on a legend. This is a company that was born as an underdog, survived bankruptcy twice, and then took the fight to the most famous brand on Earth in a battle that would define modern marketing. This company is so much more than just a cola... [pause] it's a global empire of snacks and drinks that fills our pantries and fuels our moments of fun. We are talking about the one and only... PepsiCo.

When you hear the name PepsiCo ($PEP), you probably think of the classic co...

For our nineteenth episode, we're exploring a true giant of industry. A company that helped win World War II, that ushered in the Jet Age, and that builds the machines that shrink our planet and connect humanity. But... [pause] and this is a big but... it's also a company in turmoil. For a podcast about companies you can "sleep well at night" with, this one might seem like a strange choice. So today, we're going to investigate: is this a permanently broken company, or is it a broken stock? Is there a "Forever" business hiding inside this American icon? We...

For our eighteenth episode, we're exploring a company whose iconic yellow machines you’ve seen on every major construction site, in every massive mine, and paving the highways you drive on. This is a company that is the living embodiment of global economic growth. When the world is building, mining, and producing energy... [pause] this is the company they call. We are talking about the industrial behemoth... Caterpillar.

When you see one of Caterpillar's ($CAT) iconic yellow machines digging at a construction site or moving earth at a massive mine, you're looking at a real-time indicator of...

For our seventeenth episode, we are going to talk about the architects of the digital age. Imagine trying to design a modern city... a city the size of a continent... with billions of buildings, roads, and power lines, and getting every single connection perfect down to the millimeter. [pause] It's an impossible task for a human. Now imagine that city is a computer chip, and the buildings are billions of transistors. That is the challenge of modern chip design. And our company today is the one that provides the god-like software that makes it all possible. We are talking about...

For our sixteenth episode, we're talking about a company that, for decades, has been the unglamorous but absolutely essential backbone of global business. This isn't a company that makes a fun social media app or a sleek smartphone. No... this is the company that runs the databases for the world's biggest banks, the supply chain software for the biggest retailers, and the financial software for the biggest corporations. It's a titan that many thought had missed the boat on the cloud, but is now staging one of the most impressive comebacks in tech. We are talking about Oracle Corporation<...