I’ve been lucky enough to have 7 10 baggers, or 7 stocks up 10x. These are ProMedicus, Wisetech, Mercadolibre, Nvidia, Celsius, Mastercard and TradeDesk. Just 1 can change your life. Here’s what I learned from each. $PME $WTC $MELI $NVDA $CELH $MA $TTD 🧵

$shop Big if true….. Love this biz…. Agentic commerce winner…

$SE back into my top 10 at $FICO expense. I didn’t expect that to happen within the 1st full trading week of 26! Added meaningfully to SE on the pullback at the end of ‘25. Good chance it tops $200 this year,

10 yrs ago, I shared a stage with $PLTR Joe Lonsdale at a VC event. Palantir was still earlyish. It still had a custom consulting model. Some of that early info negatively influenced me- my loss Joe shared he looked at tech which created workflow moats. PLTR succeeded bigly here.

$asml 2 bagged. Did not have that on the cards when I bought last April. Sentiment change here is crazy. I took a little off at $1k. Keeping the rest. Not the market to sell things in momentum to move to those that lack in. Has been Punishing to do that.

I’ve held $DRO Droneshield from $1 up to $6 back down to $2 and back up to $4. All within a bit over 1 year. Market totally bamboozled with this one. Has nearly caught my $TTD position.

$axon Pretty pleased with how this one is playing out. Done with my accumulation unless we <$500 . Will check back in a few years and see how we did.

Nothing better than when you exit a struggling investment and flip that into something that performs well. I flipped most of my $CSL at nearly $275 last year into $VTI at the same time. CSL then declined nearly 40% since while VTI rose 8%. Loss avoided, gain booked!

$ISRG Amazing. Completed a remarkable recovery back to $600 in less than 3 months. Up 40% in this time. One of these markets where if you blink you miss it.

In the hustle of building wealth important not to lose sight of just living life and the day to day. I’ve tried to structure my life now that even an extra $5M or $10M would change little. Want to leave with no regrets whenever that happens.

Wow… sentiment shifts in $SE and $MELI to kick off the year nothing short of astonishing…

I rarely invest in early stage stuff. It’s fraught with challenges, risk. In 2023 I made an VC investment in a niche alco-bev biz. That has now been acquired. Still, that investment return has pailed in comparison to what $NVDA made me in that time. Will post my experiences soon

$MELI Wow… so US action in LATAM was what it finally took?

$NVDA was always very well placed to be the plumbing underlying robotics. Acquisition of Groq has made this a near certainty. I think this acquisition will be viewed as one of the best in years to come.

Skipping “Intelligent Investor” by Graham and going straight to “Common Stocks Uncommon Profits” by Fischer has probably been easily worth >$1M to me so far. I don’t say that lightly.

I strive much more for certainty in biz model and prospects for survival than I do for off the wall returns these days. Complete flip from days gone by.

I picked up some $ASML in the low $600s and now have a decent sized position. But I’ll be the first to say it starting to look a bit stretched and an 8% move on a random analyst report makes little sense.

I wrote something silly in a friends year book at 18 about “getting to $1M faster than she would”. Having comfortably passed that milestone in the years since, just think how little that stuff really matters. When you have less, you want more. When you get it, means little.

I far more enjoy my "work" of building, creating now that I have no financial need to do it, than when I had to have a job to meet the bills. Biggest benefit of financial independence is just the mental freedom it brings to do whatever the heck you feel like doing.

1.2% vs 18% SPX ‘25 17.8% 10yr CAGR Ugly year for me. Most top holdings underperformed. Hope you all did well. Optimistic for ‘26 Allocations: $WTC -13.8% $NVDA-9.4% $META -8% $MELI - 6% $PME- 6% $MA-5.5% $MSFT -4.6% $SHOP-4.2% $AMZN -3.3% $FICO 2.6% More in Profile link.

$NVDA Actually worked out pretty well 😀 Adds from $118 to $88.5 in the 1st half year, Still amazed folks wanted me to relieve them of their stock at those prices. Now about 3 years for me with NVDA with initial adds 16x, on some good scale.