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Quality Stocks to Hold Forever

Quality Stocks to Hold Forever

Von: Emil Lazzaroni
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 Welcome to Forever Stocks: the definitive podcast on long-term, buy-and-hold-forever investing in single stocks.

New episodes every Sunday and Wednesday at 12:00 Los Angeles Time / 21:00 CEST time.

Forget the short-term speculation; we're here to find world-class companies you can add to your portfolio and own for a lifetime.

Every episode is a comprehensive analysis of one potential "forever stock," covering its business model, leadership, valuation, fundamentals, performance and the durable competitive advantages that protect it from the competition.

Whether you're building a growth portfolio or seeking financial freedom through value investing, join us to learn how to identify the market's most resilient businesses.

Subscribe and start compounding your wealth today.Copyright Emil Lazzaroni Persönliche Finanzen Ökonomie
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  • 36. When treatments means rewriting genetic code

    36. When treatments means rewriting genetic code
    Jan 21 2026
    For our thirty-sixth episode, we're stepping into the world of cutting-edge science. We're talking about a company that is on the front lines in the fight against humanity's toughest diseases—heart disease, cancer, multiple sclerosis. It’s a business built on decades of research, billions of dollars of investment, and the hope of creating blockbuster drugs that can change the world. We are talking about the Swiss giant... Novartis.

    When you hear the name Novartis ($NVS), you probably think of a sprawling Swiss healthcare conglomerate, one of the largest pharmaceutical companies in the world with a hand in everything from prescription drugs to generics. For years, it has been a defensive staple in portfolios, known for its broad diversification and steady dividend.

    But the real story is that Novartis has fundamentally changed. Through major strategic moves, including the recent spinoff of its Sandoz generics division, the company has transformed into a "pure-play" innovative medicines company. The new focus is laser-sharp: developing high-margin, patent-protected blockbuster drugs in cutting-edge therapeutic areas like oncology and cardiology. However, by shedding its more stable businesses, Novartis is now entirely dependent on the high-stakes, high-reward game of drug discovery.
    We're putting the pipeline under the microscope to determine if this leaner, more focused Novartis is poised for a new era of growth or if it has simply traded stability for a much riskier gamble on innovation.


    Created with love by Emil Lazzaroni
    2 new episodes per week, until I can find good companies to hold forever.

    This is not in any way, shape or form financial advice. You are the sole responsible for the action you take after listening to any of my content.

    Always consult a professional before investing.
    Mehr anzeigen Weniger anzeigen
    9 Min.
  • 35. Making money on 50% of payments worldwide

    35. Making money on 50% of payments worldwide
    Jan 18 2026
    For our thirty-fifth episode, we're exploring a company whose logo is in billions of wallets and on millions of storefronts around the globe. It's a business that operates silently in the background of our daily lives, taking a tiny slice of trillions of dollars in global commerce. Like its famous rival, this company is not a bank... [pause] it's a technology network, a secure and vital pipeline for money that makes the modern economy possible. We are talking about Mastercard.

    When you see the Mastercard ($MA) logo on your credit or debit card, you probably think of it as a bank—a company that lends you money. The name is synonymous with the plastic in your wallet, a giant in the world of consumer credit.


    But the real story behind Mastercard is that it's not a bank at all. It takes on zero credit risk. Instead, it's a technology company that operates a massive, global payments network. Think of it as a secure toll road for money; every time you tap, swipe, or click, Mastercard's network connects your bank to the merchant's bank and collects a small, high-margin fee for facilitating the transaction. This has created a powerful duopoly with Visa, benefiting from the massive secular trend of the world moving away from cash. However, this dominance has also attracted intense regulatory scrutiny and a wave of fintech challengers.
    We're swiping right to determine if Mastercard's powerful network effect is strong enough to fend off the threats of regulation and disruption, making it a priceless addition to a growth portfolio.


    Created with love by Emil Lazzaroni
    2 new episodes per week, until I can find good companies to hold forever.

    This is not in any way, shape or form financial advice. You are the sole responsible for the action you take after listening to any of my content.

    Always consult a professional before investing.
    Mehr anzeigen Weniger anzeigen
    9 Min.
  • 34. The company who changed Santa Claus Color to Red

    34. The company who changed Santa Claus Color to Red
    Jan 14 2026
    For our thirty-fourth episode, we're talking about what is arguably the most famous brand ever created. A company whose secret formula is locked away in a vault in Atlanta, a brand that is recognized by an estimated 94% of the world's population. This is the story of how a simple soda fountain drink became a global empire and one of the most perfect business models ever conceived. We are talking about The Coca-Cola Company.

    When you hear the name Coca-Cola ($KO), you think of one of the most iconic and valuable brands in history. It's a global behemoth, selling its famous red-labeled soda in nearly every country on Earth. Most people assume the company is a massive beverage manufacturer, bottling and distributing its products worldwide.
    But the real story behind Coca-Cola's incredible profitability is that it's not primarily a bottler; it's a concentrate company. Coca-Cola creates the secret syrups and sells them to a vast network of independent bottling partners who handle the capital-intensive work of manufacturing and distribution. This creates a fantastically high-margin, asset-light business model. However, this dividend king faces a major headwind: the global consumer shift away from sugary drinks. Can the world's greatest marketing machine adapt to a healthier future?
    We're popping the top to see if Coca-Cola's diversification and brand power can keep its growth from going flat in a changing world.


    Created with love by Emil Lazzaroni
    2 new episodes per week, until I can find good companies to hold forever.

    This is not in any way, shape or form financial advice. You are the sole responsible for the action you take after listening to any of my content.

    Always consult a professional before investing.
    Mehr anzeigen Weniger anzeigen
    9 Min.
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