Phase 3 · Elite performers
Compounders · Cyclical · Turnaround · Hypergrowth · Dividend.
Classified by behavioural pattern, not market cap. Each bucket captures a different way a company creates value.
Compounders
Consistent growth. Microsoft, Visa, Costco.
Cyclical winners
Boom & bust. NVIDIA, energy, steel, shipping.
Turnarounds
Companies that reinvented themselves.
Hypergrowth
Explosive revenue, high reinvestment, high valuation.
Dividend compounders
Slow, predictable, capital-allocation masters.
Compounder
4 compounder in the universe
MSFT
Microsoft
Technology
Cloud + AI shift under Nadella + disciplined buybacks. Reference compounder.
20y CAGR
+14.2%
Streak
19y
Multiple
20×
V
Visa
Financials
Network duopoly + global consumer spend tailwind.
20y CAGR
+21.4%
Streak
18y
Multiple
38×
COST
Costco
Consumer Staples
Membership flywheel. ~73% margin on fees; rest is a loss leader.
20y CAGR
+14.6%
Streak
22y
Multiple
32×
WMT
Walmart
Consumer Staples
Slow-and-steady. Recent ad/commerce push finally accelerating earnings.
20y CAGR
+9.6%
Streak
26y
Multiple
30×
Cyclical Winner
3 cyclical winner in the universe
NVDA
NVIDIA
Technology
Cyclical winner riding the AI capex super-cycle. Multiple compression risk if cycle turns.
20y CAGR
+41.2%
Streak
6y
Multiple
260×
FCX
Freeport-McMoRan
Materials
Copper — every electrification narrative ties back here.
20y CAGR
+8.4%
Streak
3y
Multiple
12×
CAT
Caterpillar
Industrials
Construction + mining cycle exposure. Inventory-to-shipments is the leading indicator.
20y CAGR
+11.4%
Streak
11y
Multiple
22×
Turnaround
3 turnaround in the universe
AAPL
Apple
Technology
1997 turnaround under Jobs. Now an evergreen hardware/services compounder.
20y CAGR
+22.4%
Streak
14y
Multiple
180×
IBM
IBM
Technology
Multiple reinventions; current AI/consulting pivot — turnaround underway.
20y CAGR
+2.1%
Streak
4y
Multiple
1.4×
MGM
MGM Resorts
Consumer Discretionary
BetMGM digital + Macau recovery.
20y CAGR
+5.4%
Streak
5y
Multiple
5×
Hypergrowth
3 hypergrowth in the universe
TSLA
Tesla
Consumer Discretionary
EVs + energy + FSD + robotaxi. Three platform shifts in one ticker.
20y CAGR
+38.4%
Streak
8y
Multiple
140×
SHOP
Shopify
Technology
SMB commerce OS. Take-rate still expanding.
20y CAGR
+34.6%
Streak
11y
Multiple
60×
DDOG
Datadog
Technology
Observability + cloud monitoring. High reinvestment.
20y CAGR
+28.6%
Streak
9y
Multiple
30×
Dividend Compounder
3 dividend compounder in the universe
JNJ
Johnson & Johnson
Health Care
Longest dividend-streak in S&P 500. AAA-rated. Boring and bulletproof.
20y CAGR
+7.6%
Streak
23y
Multiple
9×
PG
Procter & Gamble
Consumer Staples
66 consecutive years of dividend increases.
20y CAGR
+9.4%
Streak
24y
Multiple
12×
O
Realty Income
Real Estate
Monthly-dividend REIT. "The Monthly Dividend Company®".
20y CAGR
+11.2%
Streak
22y
Multiple
16×