Visa, a highly profitable payments processor, is continuously evolving and leveraging its market power and relationships to remain a profitable choice despite disruptions from AI and stablecoins.
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Bruised but built to last: 12 stocks to own
Ticker Take with Jon ErlichmanApr 23, 2026
Thomas Martin, a successful investor, shares a list of 12 stocks that are currently off their highs but are considered "built to last." He emphasizes looking for companies with sustainable revenue growth, increasing margins, and the ability to outperform street expectations, even through market volatility and temporary setbacks. The selected companies demonstrate strong business models, competitive advantages, and a capacity for innovation.
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Tickers discussed in this post
Uber's core advantage lies in its software and logistics, enabling it to incorporate automated vehicles and sustain its business model through adaptation and a focus on change.
S&P Global's business, built on proprietary information gathered through on-the-ground operations, is not as at risk from AI as pure software companies, allowing it to continue leveraging its established model.
Palantir, a software company with a strong government and corporate client base, continues to surprise with its revenue growth and has a competitive advantage through its engineering culture.
Palo Alto Networks is a leader in cybersecurity that is well-positioned to incorporate AI into its platform, ensuring long-term growth despite broader software sector pressures.
Oracle, now focused on data centers and AI after its cloud expansion, has made significant investments that are expected to pay off, making it a worthwhile holding.
Microsoft, a large-cap tech company involved in AI and cloud computing, is considered a conservative investment and a long-term winner with significant revenue upside and opportunities due to its size and capital.
MongoDB, a database company geared towards enabling AI, is seen as having tremendous future opportunity despite current market fears surrounding AI's impact on software.
Robinhood, a disruptive brokerage firm serving a younger, enthusiastic customer base, is expected to maintain growth despite concerns about the crypto market's impact.
Carvana, an online car buying platform, has made significant operational improvements and is well-positioned to execute its unique business model, making it a good holding despite past struggles.
AppLovin, a software company focused on advertising and expanding into e-commerce, has a strong thesis for growth despite past controversies and short reports, with management addressing concerns.
Spotify is a company that has adapted to change and continues to innovate to meet customer needs, making it a sustainable investment despite valuation concerns and the evolving music landscape.