10 Stocks For 2025
Start 2025 the right way
Are you ready for 2025?
Great things happen to those who prepare.
Here are 10 interesting stock ideas to kickstart the new year.
10. Visa/Mastercard ($V/$MA)
Company Profile
Visa and Mastercard dominate the global digital payment industry.
These companies operate networks that facilitate electronic transactions between consumers and businesses worldwide.
Instead of issuing cards, they partner with banks, earning fees for every transaction processed through their systems.
Investment Rationale
A very profitable duopoly dominating the industry
One of the strongest network effects in the world
The US Digital Payment Market is expected to grow at a CAGR of 21.1% (!) per year until 2030
9. Ameriprise Financial ($AMP)
Company Profile
Ameriprise Financial provides wealth management, financial planning, and insurance services.
Their primary focus is helping individuals and institutions manage investments for long-term growth.
Investment Rationale
Cannibal stock (buyback yield of up to 9%)
Excellent management and capital allocation strategy
CAGR since IPO in 2005: 17.4%
8. Sanlorenzo ($SL)
Company Profile
Sanlorenzo designs and manufactures luxury yachts for high-net-worth individuals.
The Italian company combines traditional craftsmanship with cutting-edge design, creating some of the most sought-after yachts in the world.
Sanlorenzo’s clientele appreciates exclusivity, and the company limits production to maintain its premium brand positioning.
Investment Rationale
The luxury market is very attractive
CAGR since IPO in 2019: 16.6%
Amazing growth: 5-year EPS CAGR: 45.2%
7. HG Capital Trust ($HGT)
Company Profile
HG Capital Trust is a listed private equity vehicle that invests in software and tech-enabled businesses.
The trust focuses on sectors like SaaS (Software as a Service), healthcare IT, and business services.
Their active ownership model helps portfolio companies scale effectively.
Investment Rationale
Revenue and EBITDA of HGT’s top 20 companies have grown by 20–30% per year
HgT is a leading investor in unlisted software and services companies
In the very long term, Private Equity performs even better than stocks
6. Medpace ($MEDP)
Company Profile
Medpace is a clinical contract research organization (CRO) that partners with pharmaceutical and biotech companies to run clinical trials.
With expertise in niche therapeutic areas, Medpace helps efficiently market new drugs and treatments.
Investment Rationale
Clinical Research Organizations (CROs) are very profitable
August Troendle founded the company in 1992 and he's still the CEO today
Long-term estimated EPS-Growth: 15.2%
5. Topicus ($TOI)
Company Profile
Topicus is a serial acquirer of Vertical Market Software (VMS) businesses. It’s a spin-off from Constellation Software, one of the best compounders in the world.
A VMS business creates software designed to solve industries' unique needs. As a result, it usually dominates a niche market because its products are hard to replace.
Investment Rationale
Moat based on switching costs
Mark Leonard (one of the best capital allocators) is on the board of Topicus
Still a long runway ahead
4. Kinsale Capital ($KNSL)
Company Profile
Kinsale Capital is a specialty insurer focused on excess and surplus lines.
The company takes on risks that standard insurers avoid, leveraging its deep expertise and efficient underwriting process.
Investment Rationale
The company wants to double its market share in the next few years
Founder Michael Kehoe is an excellent CEO
Strong growth figures - 10-year Revenue CAGR: 38.1%
Now let’s dive into the top 3.