The Four Horsemen theory of investing

In early 1995, when I first started investing and I was working at Cisco, the company was called one of the four horsemen of the Internet.

The four were Microsoft, Intel, Cisco and DELL (+1 Oracle). Nothing could stop them at that time. (DIMCO)

The four horsemen of 2000’s were ignored because they were in China (BATS) – Baidu, Alibaba, Tencent and Sina (+1 – JD.com)

For the next decade the four horsemen (+1) were FAANG (Facebook. Apple, Amazon, Netflix, Google)

The four horsemen (+1) of Covid without doubt have been: Tesla, Zoom, Peloton, Docusign and Shopify.

The new horsemen (+1) of 2020 – 2030 are being formed right now. There are a few candidates.

Nvidia (AI and Chips)

Are there others you can think of? Message me on Twitter – @mukund