Core Viewpoint - Large-cap stocks like Amazon and Adyen are expected to outperform broader equities over the next decade due to their established market positions and growth potential [2]. Group 1: Amazon - Amazon is a leader in multiple markets including video streaming, music streaming, e-commerce, digital advertising, and cloud computing, showcasing impressive performance across these sectors [3]. - The digital ads segment is one of Amazon's fastest-growing areas, benefiting from high margins and strong traffic to its platform, which is expected to drive increased ad demand [4]. - Amazon Web Services (AWS) is a significant contributor to Amazon's operating profits and is poised for growth, particularly due to advancements in artificial intelligence [6]. - Amazon's healthcare initiatives, such as Amazon Pharmacy and Amazon One Medical, are gaining traction, leveraging its large Prime membership base of over 200 million [7]. - Despite its current market cap of $2.5 trillion, Amazon has substantial upside potential for long-term investors [8]. Group 2: Adyen - Adyen is a leading fintech company that provides an integrated platform for multinational corporations to process various payment methods, enhancing efficiency and risk management [9]. - The company has experienced solid revenue and earnings growth, with a 20% year-over-year revenue increase to €1.09 billion ($1.3 billion) in the first half of the year, and an EBITDA margin of 50% [12]. - Adyen is focusing on expanding its presence in markets like the U.S. and targeting large-format retail clients, which could provide significant growth opportunities [13][14]. - The company has established high switching costs and a strong brand within its niche, positioning it well for future performance [14].
2 Monster Stocks to Buy and Hold for a Decade