The Joseph Carlson Show 10 Super Wide-Moat Compounding Machine Stocks To Buy Now
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Jan 7, 2026 Dive into the world of investment with a spotlight on ten outstanding companies! Learn how ASML's monopoly in EUV lithography is shaking up the industry. Discover Amazon's future potential through agentic AI and its ad revenue growth. Uncover the natural monopoly of credit rating agencies with S&P Global and Moody's. Compare Visa's approach to payment rails versus MasterCard's value-added services. Plus, find out why Netflix's subscriber growth helps it achieve scale and more!
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Compounding Machines Drive Long-Term Gains
- Owning high-quality compounding machines means holding through catalysts that eventually push valuations higher.
- Earnings and free cash flow per share growth are the long-term drivers of portfolio gains.
ASML's Unique Monopoly Power
- ASML is an undisputed monopoly in EUV lithography with no real competition and massive pricing power.
- Viral technical deep-dives and analyst upgrades can rapidly re-rate its valuation and investor understanding.
Buy Amazon For Agentic Commerce Upside
- Consider Amazon for agentic commerce exposure because Rufus can boost conversion and ad monetization significantly.
- Track metrics like GMV uplift and ad revenue increases to evaluate AI-driven retail upside.