📉10-Year Investing 📈
Value investors like to fish where others don't.
Which stocks are trading way below their last 200 day average?
But are highly diversified, durable franchises that will be around in 10 years!
Nike is likely one.
The Nike Air Force 1 is undisputed as Nike's best-selling and most iconic shoe of all time, with over 500 million pairs sold worldwide since its debut in 1982.
Here are a few more top picks:
Accenture, Intuit, Nike, ICE/CME Group, Thomson Reuters, Oracle, Boston Scientific, Netflix, Salesforce.
Sorting these by the intersection of customer-base breadth and 10-year survival probability. The two questions actually pull in the same direction — diversified customer bases tend to be the ones that survive — so the strongest names cluster naturally.
Tier 1 — Highest diversification + highest 10-year confidence
ACN (Accenture) — ~9,000+ enterprise clients across essentially every industry and geography, with no client over ~3% of revenue. Consulting/IT services is durable; the form may shift with AI but the demand for someone-to-implement-it doesn't go away. Probably the most diversified customer base on this list, full stop.
INTU (Intuit) — Tens of millions of consumers (TurboTax) plus ~10M+ small businesses (QuickBooks). Two completely different customer pools, both deeply sticky. Tax and SMB accounting are not going anywhere in 10 years.
NKE (Nike) — Hundreds of millions of consumers in ~170 countries, multiple sport categories, wholesale + DTC + digital. Currently working through brand/innovation issues, but the 10-year question is essentially "will people buy athletic footwear and apparel?" — yes.
ICE & CME — Exchanges and market infrastructure. Customer base is the entire global financial system: banks, asset managers, corporates, retail brokers. Network-effect monopolies in their respective contracts. Among the most regulatorily-protected moats in the index.
TRI (Thomson Reuters) — Lawyers, accountants, tax pros, corporate compliance teams, news subscribers. Tens of thousands of professional-services firms across geographies. Westlaw and ONESOURCE are workflow embedded. AI is a risk-and-opportunity, but TRI is incumbent with the data.
Tier 2 — Very diversified, strong 10-year case with one identifiable risk
ORCL — Customer base is most of the Fortune 5000 plus governments, healthcare systems, banks. Database stickiness is legendary. Risk: cloud transition execution vs hyperscalers, but OCI is now a real business.
BSX (Boston Scientific) — Thousands of hospitals globally across cardiology, neuromodulation, endoscopy, urology. Multiple product lines means no single procedure/payer concentration. Medical devices is durable. Risk: typical medtech regulatory/litigation tail.
NFLX — ~300M+ paid subs across 190+ countries. Geographic and content-genre diversification is real. 10-year: streaming is structural, but content cost inflation and ad-tier execution matter.
CRM, NOW — Enterprise SaaS leaders, ~150K and ~8K customers respectively, broad industry mix. Both will exist in 10 years; the question is whether they own the agentic-AI workflow layer or get disintermediated. NOW probably more defensible given the system-of-record nature.
ADBE — Millions of creative pros + enterprise Document Cloud customers. Bigger AI-disruption tail than the others in this tier (Figma, generative-AI image/video tools), which is exactly why it's down 20%+. Still likely around in 10 years, but its competitive position is the most contested in Tier 2.
