These are 25 of the best business models I’ve found in the stock market. Not necessarily the cheapest stocks. Not necessarily the fastest growers. Just business models I think are incredibly difficult to compete with. Let’s get into it 👇 1. $AMZN — Ecosystem monetization Amazon layers AWS, advertising, marketplace fees, Prime, subscriptions, and retail on top of an enormous customer and seller ecosystem. 2. $MSFT — Enterprise cloud + recurring software Microsoft monetizes the same enterprise customers across Azure, Microsoft 365, security, data, and AI through a mix of recurring subscriptions and cloud consumption. 3. $COST — Membership-driven retail Costco’s recurring membership fees allow it to operate merchandise at extremely thin margins, offer better prices, and reinforce customer loyalty. 4. $GOOGL — Intent-based advertising Google gives users incredibly useful products for free, captures enormous commercial intent, and monetizes that intent through advertising. 5. $META — Attention + social graph monetization Meta gives billions of people free social platforms and monetizes their attention, discovery, and relationships through highly targeted advertising. 6. $V — Global payments network Visa earns a small piece of enormous payment volume flowing across its network without needing to fund the underlying consumer loans. 7. $AAPL — Hardware ecosystem + services Apple uses premium hardware to build a massive installed base that it can repeatedly monetize through services, subscriptions, payments, and future devices. 8. $NVDA — Full-stack accelerated computing Nvidia combines GPUs, networking, software, and systems into an increasingly complete platform for building and running AI infrastructure. 9. $AMD — Fabless semiconductor design AMD focuses its capital on designing high-value CPUs and accelerators while outsourcing the enormous cost of leading-edge semiconductor manufacturing. 10. $CRWV — AI-native cloud CoreWeave builds infrastructure specifically around demanding AI workloads and monetizes that capacity by selling high-performance compute and related cloud services. 11. $NOW — Mission-critical enterprise software ServiceNow becomes deeply embedded across critical enterprise workflows, creating recurring revenue and making replacement increasingly difficult. 12. $SOFI — Vertically integrated financial ecosystem SoFi can acquire a member through one financial product, cross-sell additional products, and increasingly keep more of the economics inside its own banking and technology infrastructure. 13. $UBER — Two-sided marketplace More riders attract more drivers, more drivers improve availability, and that liquidity can then support rides, delivery, advertising, memberships, and autonomy. 14. $AXP — Closed-loop payments network American Express controls more of the relationship between cardmembers and merchants, allowing it to monetize spending through network fees, lending, and premium memberships. 15. $BRK-B — Insurance float + capital allocation Berkshire generates investable capital through insurance float and its operating businesses, then redeploys that capital across acquisitions, securities, and wholly owned companies. 16. $BN — Permanent capital + alternative assets Brookfield combines ownership in its asset management business with large investments across infrastructure, real estate, renewable power, insurance, and other real assets, giving it multiple ways to compound capital over time. 17. $MCD — Franchise + real estate McDonald’s lets franchisees provide much of the restaurant-level capital while collecting royalties, fees, and rent from a massive global restaurant system. 18. $SPGI — Financial infrastructure S&P Global owns ratings, indices, benchmarks, and financial data products that are deeply embedded in how global capital markets operate. 19. $CME — Financial exchange tollbooth CME earns fees whenever participants trade and clear futures and options while the liquidity of its markets makes those exchanges extremely difficult to recreate. 20. $NFLX — Global subscription media Netflix can spread content costs across an enormous global audience while increasing monetization through subscriptions, pricing, and advertising. 21. $FICO — Proprietary standard + licensing FICO monetizes a deeply embedded credit-scoring standard that lenders rely on, creating powerful pricing and licensing economics without heavy physical capital requirements. 22. $LLY — Patent-protected pharmaceutical innovation Eli Lilly invests heavily in drug development and can generate enormous economics when successful therapies receive patent protection and scale globally. 23. $EQIX — Digital infrastructure + interconnection Equinix owns the infrastructure where enterprises, cloud providers, and networks connect, and each additional participant makes that ecosystem more valuable. 24. $XOM — Integrated energy Exxon operates across production, refining, chemicals, and other parts of the energy value chain, allowing it to generate economics from multiple stages of the same system. 25. $CAT — Industrial equipment + aftermarket services Caterpillar sells mission-critical equipment and then continues monetizing the installed base through parts, services, financing, and replacement demand.
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5 Comments
Tuan Le@investortj03 · 11h
What’s your opinion on MA? Basically the same kinda idea as V I’m assuming
Akif @iamakif · 6h
The part that usually gets skipped on lists like this: a moat everyone can already see tends to be in the multiple. Business quality and forward return are different questions, and the second one depends on what you pay for the first.
David Monroe@d0p3y71 · 10h
I’m fascinated you led off with AMZN. I own the stock but in terms of market value they are like 3rd or 4th. You placed the number 1 leader of the Mag 7 at 8. I guess my gripe is that the Street consistently gives NVDA raw marks but NVDA makes up a substantial chunk of the market. And tho I don’t own APPL , placing them at 6 is hilarious 😂. They are the best company in the world (imho) and have remained the top or 2nd most profitable company for years. You picked some great companies and I really see the potential of them but individually owning them is a huge gamble. I have 14 stocks and spend considerable time researching them.
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