Motley Fool Money Compounders Past vs Present
15 snips
Aug 5, 2025 
Jason Hall, an Analyst at The Motley Fool, joins the discussion to explore the evolution of capital compounders in today's market. The talk highlights impressive earnings from established leaders like Axon and MercadoLibre, showcasing their ability to overcome skepticism. New contenders Hims & Hers and Palantir also grab attention despite facing scrutiny. The conversation touches on the impact of tariffs and the importance of pricing power, providing valuable insights into how these companies might navigate future challenges and sustain growth.
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Axon's Growth Defies Overvaluation
- Axon started around $80 per share in 2020 and was considered overvalued but has grown to over $800 per share today.
- Its mix of hardware and high-margin subscription software has consistently driven strong double-digit revenue growth over five years.
Axon's Growth Future Paths
- Axon's future growth depends on expanding in international and federal markets and leveraging AI to add value.
- Innovations like AI-powered software easing police paperwork and drone as a first responder offer new growth avenues.
MercadoLibre's Decade of Growth
- MercadoLibre was seen as overvalued at $87 per share in 2014, yet grew net operating profit at 40% CAGR for a decade.
- Its dual flywheel of e-commerce and fintech payments continues strong with $65 billion payment volume, building valuable consumer data.