The idea of owning a single stock isn’t extreme—it’s revealing. It exposes how investors think about time, volatility, and what “long term” actually means. In a world overloaded with information, clarity matters more than activity. The strongest investments aren’t the loudest; they’re the ones quietly compounding while attention shifts elsewhere. Choosing one stock forces a simple question: Is the business still built for what comes next?

Let’s embark on this transformative journey together and position your portfolio for success in this evolving market landscape!

Be sure to read through to the end to catch all the valuable insights this newsletter delivers to your inbox today.

Five years ago, Globalstar Inc. $GSAT ( ▼ 7.75% ) shares were trading around $5.27 each. Today, it's closed at $73.01—a huge 1,375% rise that beams from partnerships in satellite communications, IoT tracking, and direct-to-device services with big players like Apple for emergency messaging. The chart tracks a long flat period through 2023-2024, then a sharp liftoff in 2025 as deals and tech roll out, with after-hours at $73.68. That 52-week high of $74.88 shows the signal is strong and climbing.

In easy terms, the compound annual growth rate (CAGR) is 68.88%. That's the average yearly gain that powered this—calculated by raising the total growth factor to the 1/5 power and subtracting 1. It means growing your money by nearly 70% each year, on average.

Dollar-cost averaging (DCA) keeps the connection steady: Add $500 every month for five years, totaling $30,000. You buy more shares on quiet days and fewer on busy ones, which helps through the waiting periods. Projecting at the same historical pace, with a monthly growth rate of about 4.47% from $73.01, your shares build over time.

After 60 months, your total could reach $149,132. That's a gain of $119,132—a 397% return on your investment. The early buys get the biggest lift from compounding, while later ones still tune into the frequency. This follows the past signal, but satellite stocks can have delays like launches or regulations—no P/E listed points to growth focus over current profits. With that 52-week high of $74.88 close and a $9.26B market cap, GSAT has bandwidth. If DCA's your reliable link, it could turn your $500 routine into a clear call by 2030. Stay tuned?

Every investor eventually asks it—sometimes out of curiosity, sometimes out of frustration:

If everything else had to go, which single stock would deserve the space?

On the surface, it sounds like a thought experiment. In reality, it exposes something much more profound: how risk is understood, how time is valued, and whether investing is meant to protect what already exists or build something entirely new.

For the busy and overwhelmed investor, this question matters because it forces focus. There is no room for endless watchlists, constant trading, or reacting to every headline. One stock has to earn its place by doing the heavy lifting quietly—compounding, adapting, and staying relevant while attention moves elsewhere.

The biggest misconception hiding inside this question is the idea of “forever.” No one actually knows what the world, markets, or industries will look like 10, 20, or 30 years from now. “Buy and hold forever” is not a contract—it is simply a reflection of confidence based on what is known today.

That distinction matters.

A stock is not chosen because of what it did five years ago. It is chosen because the business still has room to grow, the economics still make sense, and management continues to invest with the future in mind. Past performance can inform judgment, but it cannot replace forward-looking thinking.

This is where many investors get stuck—clinging to old winners out of comfort, or rejecting strong businesses because recent returns disappointed. Neither approach serves long-term outcomes.

To answer the one-stock question honestly, two paths must first be separated: wealth preservation and wealth creation.

For investors prioritizing stability, durability, and the ability to sleep at night, Amazon continues to stand apart.

Not because the stock always moves fast—it doesn’t—but because the business underneath keeps expanding its reach while improving its economics.

Amazon today is no longer just an online retailer. It is a collection of high-margin engines layered on top of a massive scale:

Retail still accounts for the largest share of revenue, but it is no longer the primary driver of profit. That shift has quietly transformed Amazon’s financial profile.

Operating margins have recovered meaningfully after years of heavy investment. Gross margins have expanded consistently. Cash generation has strengthened even as capital expenditures remain elevated—an intentional choice that reflects long-term positioning rather than short-term optimization.

Amazon has historically reinvested aggressively, delaying shareholder returns in favor of market expansion. That strategy built one of the most resilient businesses on the planet. As scale matures and investment intensity stabilizes, the path toward higher profitability—and eventually share buybacks—becomes increasingly evident.

For preservation-focused investors, this matters. Amazon does not need explosive growth to justify ownership. It only needs to keep doing what it already does: dominate infrastructure, monetize ecosystems, and compound quietly.

This is not about excitement. It is about endurance.

Where Amazon offers certainty, Mercado Libre offers acceleration.

Operating across Latin America, Mercado Libre combines e-commerce, payments, logistics, and credit into a single ecosystem designed for markets where digital infrastructure is still catching up. That gap is not a weakness—it is an opportunity.

Revenue growth has exceeded 30% for more than two dozen consecutive quarters. Even at its current scale, growth remains close to 40% year over year. Few companies sustain that pace without burning cash. Mercado Libre does it while expanding its platform depth.

The business is split into two reinforcing engines

User experience improvements are not cosmetic. They directly translate into higher conversion, more frequent transactions, and more substantial network effects. Credit portfolios—particularly in Argentina—have expanded rapidly, while older cohorts move into profitability.

Margins have faced short-term pressure, primarily by design. Management has been clear: short-term margin compression is acceptable if it strengthens long-term competitive advantages. That willingness to invest through volatility is what separates category leaders from temporary winners.

Cash from operations continues to grow at a healthy pace. Long-term revenue growth expectations remain above 20% annually—well beyond what mature markets can sustain.

For wealth creation, volatility is the cost of admission. Mercado Libre will experience sharper pullbacks than Amazon. The reward is exposure to structural growth that has yet to be fully realized.

This is not a safer path. It is a faster one.

One of the most expensive mistakes investors make is confusing familiarity with conviction.

A stock held for five years does not deserve loyalty simply because time has passed. The market does not reward relationships—it rewards results. A business does not improve because it is liked. It improves because it executes.

This is where many portfolios quietly underperform. Positions are held not because they remain the best use of capital, but because selling feels like admitting failure. Comfort replaces analysis.

The truth is more straightforward: a stock does not know it is owned. It does not care when it is sold. There is no emotional contract—only a financial one.

Great investors revisit their theses continuously. They allow stories to evolve. They accept that a compelling narrative today may weaken tomorrow—and that a dismissed idea may become attractive later.

Even legendary investors rotate. Interests narrow. Conviction concentrates. That is not an inconsistency. It is discipline.

Holding one stock forever is not about stubbornness. It is about continuously confirming that the risk-reward equation still works better than the alternatives available.

If that changes, the correct response is not loyalty—it is adjustment.

The honest answer to “If only one stock could be held” is rarely a single ticker.

It depends on timing. It depends on goals. It depends on whether the priority is preserving what exists or accelerating toward something larger.

Amazon fits the investor who values resilience, scale, and predictability—someone who wants compounding without constant oversight.

Mercado Libre fits the investor willing to tolerate volatility in exchange for structural growth—someone aiming to build wealth faster, knowing the road will be less smooth.

Both can be correct. Neither is permanent.

The most important lesson is not which stock deserves the title today. It is understanding why it deserves it—and being willing to change that answer when the facts change.

Investing is not a marriage. It is a series of informed decisions made with limited time, limited attention, and very real goals.

The point is not to own a stock forever.
The point is to let capital work harder than effort ever could.

And for the investor who cannot afford distraction, clarity is the most valuable position of all.

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Here's what's waiting for you:

With the world becoming increasingly digital, this question will be on the minds of millions of people looking for new income streams in 2025.

The answer is—Absolutely!

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Disclaimer: This newsletter is for informational purposes only and should not be considered financial advice. Please consult with a financial advisor before making any investment decisions.