10 years from now these are the companies everyone will wish they owned

Livewire Markets September 24, 2025
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Livewire Markets

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Livewire is Australia’s #1 website for free expert investment analysis & ASX News. Each month 250,000+ investors use the platform to make more informed and successful investment decisions by accessing expertly curated information and analysis from 800+ of Australia’s most respected investment professionals. Real names. Real investors. With multiple content forms, from podcasts, videos, articles and live events to a daily email summary tailored to your interests, Livewire is democratising access to the information needed to make confident and informed investment decisions. Listen to our podcasts The Rules of Investing Spotify : https://open.spotify.com/show/4yjyRDXp7joZ7UbkVWxXPk Apple Podcasts : https://podcasts.apple.com/au/podcast/the-rules-of-investing/id1305615859 Buy Hold Sell Spotify : https://open.spotify.com/show/1RVgsnqVLRThAaWhWlRm3h Apple Podcasts : https://podcasts.apple.com/au/podcast/buy-hold-sell-by-livewire-markets/id1497491315

Video Description

From gaming stock to global giant, Nvidia shows how fast the future can arrive. Global stock pickers Josh Cummings, Qiao Ma and Dr David Allen share where they see the next mega caps emerging. Time codes 00:00 – Introduction: The winners of the next decade 02:13 – AI & Defence: The big themes 07:21 – Amazon’s (NASDAQ:AMZN) next disruption: Grocery 10:55 – 4 traits of future Mega-Caps 15:12 – Lessons from history: Winners vs Laggards 20:59 – Future Leaders: Spotify (NYSE:SPOT), Nvidia (NASDAQ:NVDA), Rheinmetall (ETR:RHM) 32:02 – Overlooked Picks: Palantir (NASDAQ:PLTR), Progressive (NYSE:PGR), Astera Labs (NASDAQ:ALAB) 40:53 – Q&A: Playing the Long Game

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