Couverture de Quality Stocks to Hold Forever

Quality Stocks to Hold Forever

Quality Stocks to Hold Forever

De : Emil Lazzaroni
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 Welcome to Forever Stocks: the definitive podcast on long-term, buy-and-hold-forever investing in single stocks.

New episodes every Sunday and Wednesday at 12:00 Los Angeles Time / 21:00 CEST time.

Forget the short-term speculation; we're here to find world-class companies you can add to your portfolio and own for a lifetime.

Every episode is a comprehensive analysis of one potential "forever stock," covering its business model, leadership, valuation, fundamentals, performance and the durable competitive advantages that protect it from the competition.

Whether you're building a growth portfolio or seeking financial freedom through value investing, join us to learn how to identify the market's most resilient businesses.

Subscribe and start compounding your wealth today.Copyright Emil Lazzaroni Economie Finances privées
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    Épisodes
    • 44. The industrial supply cabinet

      44. The industrial supply cabinet
      Feb 18 2026
      For our forty-fourth episode, we're heading to the factory floor. Think about a massive manufacturing plant or a sprawling construction site. What keeps it running? [pause] It's the thousands of small, essential, but easy-to-forget items... the screws, the safety glasses, the drill bits, the welding gloves. Running out of a 50-cent bolt can shut down a million-dollar assembly line. Today's company has built a spectacular business on the simple promise of making sure that never, ever happens. We are talking about Fastenal.

      When you hear the name Fastenal ($FAST), you probably think of their "blue stores," the industrial supply shops that sell everything from screws and bolts to safety equipment. For years, they've been known as a traditional distributor, a critical supplier for the manufacturing and construction industries.
      But the real story and the growth engine of modern Fastenal is its transformation into an embedded supply chain partner. Through its "Onsite" strategy and a massive network of industrial vending machines placed directly on factory floors, Fastenal is moving beyond the storefront and managing inventory directly for its clients. This high-touch, technology-driven approach creates incredibly sticky customer relationships. However, the business is highly sensitive to the health of the manufacturing economy and faces stiff competition from other distributors and e-commerce giants.
      We're tightening the bolts on this investment to see if Fastenal's innovative service model provides a strong enough competitive moat to thrive through any industrial cycle.


      Created with love by Emil Lazzaroni
      2 new episodes per week, until I can find good companies to hold forever.

      This is not in any way, shape or form financial advice. You are the sole responsible for the action you take after listening to any of my content.

      Always consult a professional before investing.
      Afficher plus Afficher moins
      9 min
    • 43. Dressing the workforce from Janitor to CEO

      43. Dressing the workforce from Janitor to CEO
      Feb 15 2026
      For our forty-third episode, we're exploring the invisible engine that keeps businesses clean, safe, and professional. Think about the mechanic in the clean uniform, the freshly laundered towels at your favorite restaurant, the welcome mat at the entrance of a hotel, the first-aid kit on the factory wall. [pause] There's a very good chance that one single company provides all of it. They are a "roll-up" machine and a master of the subscription-like business model. We are talking about Cintas

      When you see a Cintas ($CTAS) truck on the road, you probably think of one thing: uniforms. For decades, Cintas has been the dominant force in providing, renting, and cleaning uniforms for businesses across North America. It's a straightforward, industrial business.
      But the real story behind Cintas's incredible, decades-long performance is its mastery of the route-based, recurring revenue model. The uniform is just the foot in the door. Once their truck makes a regular stop, Cintas cross-sells a whole suite of essential facility services, from restroom supplies and floor mats to first aid kits and fire safety equipment. This turns the company into a sticky, B2B subscription-like service that is deeply embedded in its customers' operations. However, this high-quality compounder is sensitive to employment trends and almost always trades at a premium valuation.
      We're getting ready for business to determine if Cintas's operational excellence can continue to justify its premium price tag, even if the economy slows down.




      Created with love by Emil Lazzaroni
      2 new episodes per week, until I can find good companies to hold forever.

      This is not in any way, shape or form financial advice. You are the sole responsible for the action you take after listening to any of my content.

      Always consult a professional before investing.
      Afficher plus Afficher moins
      9 min
    • 42. The german software running the world

      42. The german software running the world
      Feb 11 2026
      For our forty-second episode, we're talking about the software you've never seen, but that probably affects your life every single day. It's the software that runs the factories that build your car... the software that manages the supply chain that stocks your grocery store... and the software that handles the payroll for millions of employees around the world. We're talking about a German powerhouse that is the undisputed global leader in this mission-critical software. We are talking about SAP.

      When you hear the name SAP ($SAP), you think of the powerful, complex, and mission-critical Enterprise Resource Planning (ERP) software that runs the world's largest corporations. For decades, this German titan has been the backbone of global industry, known for its deeply entrenched, but often legacy, on-premise software.
      But the real story of SAP today is its massive, multi-year transformation into a cloud-first company. The entire future of the company is riding on migrating its colossal customer base to its next-generation S/4HANA cloud platform. This transition promises higher margins and a recurring revenue model, but the execution has been a long and challenging journey. With nimble, cloud-native competitors chipping away at the enterprise software market, can this legacy giant make the leap successfully?
      We're booting up the system to analyze if SAP's high-stakes cloud strategy will reboot the company for a new era of growth or if its legacy systems are too complex to change.


      Created with love by Emil Lazzaroni
      2 new episodes per week, until I can find good companies to hold forever.

      This is not in any way, shape or form financial advice. You are the sole responsible for the action you take after listening to any of my content.

      Always consult a professional before investing.
      Afficher plus Afficher moins
      10 min
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