Since my pinned tweet from a few months ago got 150,000+ views I’ve been thinking about what stocks could potentially be up 20-30x over the next 5 years.

Investors dream of finding these stocks and having the courage, conviction & patience to stick w/ them through market cycles.

As a refresher, in my pinned tweet I mention if you put $5,000 into $SHOP and $5,000 into $NVDA in 2015 you’d have $250,000 in 2020 because $SHOP is up 30x and $NVDA is up 20x.

So what makes these stocks different and what can we learn from them?

First, for starters both companies are founder led which I’ve mentioned before is one of the most reliable traits of a great growth company. Having the original visionaries and management team still involved is a huge advantage and clear buy signal.

Second, both companies built incredible products and sold them into massive TAM’s or total addressable markets which continued expanding faster than anyone expected.

$SHOP created a scalable ecommerce solution for SMB’s that allowed them to setup an online store in a day.

$NVDA created graphics processing units or GPU’s for computers, smartphones, gaming, cryptomining, AI, VR, autonomous driving and every other hot market you can think of.

Third, for a company to have a shot at 20-30x returns within 5 years you obviously need an overall strong economy and stock market.

Fourth, you need to find a company that can grow revenues at least 50% per year for the next 5 years, perhaps even accelerating growth. Chances are 50% is not enough. You probably need 80-100% rev growth because the CAGR it takes for a company to go 25x in 5 years is approx 90%.

Fifth, size matters!!!! As much as I want to $TSLA and $SHOP for the next 5-10 years I promise these companies have no shot at 25x returns from now until 2025. They’re just too big with market caps of $275B and $125B respectively.

If you want to find companies that have a shot at 25x returns in 5 years you need to be thinking $1-10B market caps but I’d say $1-5B is even better. Its exponentially harder for a $10B company to go 25x than it is for a much smaller company. $NVDA was an exception to this.

Obviously companies like $AAPL $AMZN $NFLX and other tech companies had massive growth spurts but whether they achieved 25x in a 5 year span is a different story.

With that said here are 18 stocks I’ve looked into that might have a shot at 25x over the next 5 years (in no particular order; I do like some more than others): $FSLY $LVGO $ZYXI $GWPH $SPCE $IIPR $NVTA $API $EDIT $BAND $LMND $CRSP $IMMU $VRM $SMAR $PLAN $OTRK $WKHS

Obviously a lot has to go right for a company to even come close to 25x in 5 years but it’s fun to think about.

What are 3-5 stocks that you think should be considered for the 25x dream team?