|
 |
Hi Partner 👋
I have a question for you…
… What if you had to buy 10 stocks, but you couldn’t sell any of them over the next 10 years?
It’s such a great thought exercise everyone should do once in a while.
In the past, Pieter already made a list with 10 stocks to own forever. You can find it here.
Today, TJ is doing the same.
Let’s dive in right away.
 |
The Community
The Compounding Quality community is an amazing place.
Thousands of investors gather every single day to discuss stock and investment ideas.
Recently, Alan asked this question:
Just imagine you receive a large lump sum of money.
It comes with one rule: you must invest it in 10 individual companies (no ETFs).
The portfolio then goes into a trust that you can’t touch or change for 20 years.
Dividends are reinvested automatically.
And if a company gets acquired, you automatically receive an equal value of shares in the company that buys it.
It’s a very interesting exercise.
Because with this structure in place…
You won’t be focused on making the most money.
You will be focused on avoiding big mistakes.
It’s all about following Warren Buffett’s most famous rule:
 |
Now let me show you the 10 companies I would buy and ignore for 20 years!
10. W.W. Grainger ($GWW)
How does the company make money?
Grainger sells maintenance, repair, and operating (MRO) supplies. They sell everything from safety goggles to industrial motors.
Their products are offered to millions of businesses and institutions globally.
 |
Why will it still be relevant 20 years from now?
Their huge size and wide distribution network keep costs low. They also carry the largest selection of products, making them a one-stop shop for complex operations.
Grainger is built deeply into B2B supply chains and corporate facility maintenance.
Physical businesses will always need tools, spare parts, and safety equipment to keep their facilities running.
9. Sherwin-Williams ($SHW)
How does the company make money?
Sherwin-Williams manufactures and distributes paint, coatings, and related supplies.
They do this largely through their massive, localized network of company-owned stores tailored directly to professional contractors.