• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• Microsoft Corporation (MSFT)
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• Netflix Inc. (NFLX)
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• Spotify Technology S.A. (SPOT)
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Q: Can you please suggest your 5 top companies who make significant cash flows from subscription/member fees. Thank you.

Upvote 8

Read Answer Asked by Cheryl on June 16, 2025

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• Netflix Inc. (NFLX)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Eli Lilly and Company (LLY)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• United Rentals Inc. (URI)
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• Tesla Inc. (TSLA)
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• KKR & Co. Inc. (KKR)
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• Advanced Micro Devices Inc. (AMD)
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• Arista Networks Inc. (ANET)
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• ASML Holding N.V. (ASML)
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• Powell Industries Inc. (POWL)
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• CrowdStrike Holdings Inc. (CRWD)
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• Cellebrite DI Ltd. (CLBT)
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Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Upvote 15

Read Answer Asked by Adam on May 20, 2025

• Netflix Inc. (NFLX)
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• The Walt Disney Company (DIS)
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Q: I bought DIS for a post-Covid turnaround, but here we are five years post-Covid and the stock is still well below its pre-Covid valuation. Could you please assess its earnings tomorrow and advise whether to hang in or move on?

Upvote 4

Read Answer Asked by David on May 07, 2025