Welcome to my portfolio
The portfolio is made up of market beating companies. You can see how i have selected them based on their fit to the business and society trends that I find most interesting for the next 5-10 years.
| Business and Society trends | Management team | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| On-line and Digital business | Data | Vehicles of the Future | Gaming & entertainment | Sustainable Future | Management team | Employees | Customers | Products | |
| Nvidia | x | x | x | x | x | ||||
| Shopify | x | x | x | x | x | ||||
| The Trade Desk | x | x | |||||||
| Mercado Libre | x | x | x | x | |||||
| Danaher | x | x | x | ||||||
| Zendesk | x | x | x | x | x | ||||
| Ubiquiti | x | x | |||||||
| Mastercard | x | x | x | ||||||
| Veeva Systems | x | x | x | x | |||||
| Twilio | x | x | x | x | x | ||||
| Amazon | x | x | x | x | x | x | |||
| Splunk | x | ||||||||
| Teladoc Health | x | x | |||||||
| Okta | x | ||||||||
| Netflix | x | x | x | x | x | ||||
| Intuit | x | x | x | x | |||||
| Activision Blizzard | x | x | |||||||
| DocuSign | x | x | |||||||
| Universal Display Corp | x | x | x | ||||||
| Unity Software | |||||||||
| Splunk | x | x | |||||||
| Sea Ltd. | x | x | |||||||
| Apple | x | x | x | x | x | x | x | ||
| Synopsis | x | x | |||||||
| Etsy | x | ||||||||
| Intuitive Surgical | x | x | |||||||
| Zynga | x | x | |||||||