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Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights twelve stocks investors may want to own over the next five to ten years.
The companies mentioned include NVDA, AAPL, GOOGL, AMZN, AMD, AVGO, META, CRWD, PLTR, SOFI, NOW, and IREN, reflecting a focus on prominent technology and finance firms.
Roussin has previously drawn attention to company results, noting when ZS beat earnings expectations but issued weak revenue guidance. He also reported on Berkshire Hathaway’s plans to acquire Taylor Morrison for $6.8 billion, which would leave Berkshire’s cash reserves at $390 billion, according to a recent update. The current list of stock picks follows his regular coverage of major corporate developments.