Can purchases of these growth actions be like the purchase of Amazon or Apple 10 years ago?

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Buying growth actions and keeping them in a long term can pay off to a gigantic extent. Just look at long -term phrases generated by Amazon AND Apple – Over the past decade, these actions have increased by approximately 930% and 620%, respectively.

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Here, I will emphasize two growth in the US stock exchange, which in my opinion have a lot of potential and it is worth considering today. In the next 10 years I would not be surprised if these actions provide the same return as Amazon and Apple over the past decade.

It is forecasted that this industry will boost 10 times

One of the industry I am stubborn today is cyber security. In today’s digital world, no company or government organization can afford to ignore it.

Over the next decade, the industry is expected to boost significantly when organizations are moving to protect themselves from digital threats. According to McKinsey, this can be an industry worth $ 2 % in a not very distant future (about 10 times the current size).

Industry leader

Now one supply in this industry I am really excited Crowdstrike (NASDAQ: CRWD). It serves companies around the world and is growing at a rapid pace (this year’s budget is expected to boost revenues by 21%) thanks to the effectiveness of the Falcon platform in the cloud.

In recent years, the actions have had a great run. But the company’s market capitalization is still relatively miniature at around USD 86 billion. In other words, Amazon currently has a market capitalization of 2 %. In my opinion, there is a lot of space here.

It is worth noting that Crowdstrike has many competitions. Lately, Palo Alto Networks Increases the offer of cyber security to compete with the company.

And this is not the only risk for investors. Another is the weakening of the area of ​​high stock market growth (the actions have recently dropped when the sentiment was cooled in the direction of growth).

However, given the long -term view, I am very excited about the potential here. I recently bought shares for my own portfolio, while it trades below USD 350.

It grows quickly

Another company dealing with cyber security, which in my opinion has potential bags and it is worth considering Zscaler (NASDAQ: ZS). It also offers a cloud -based platform and increases at a dizzying speed (this budget year is expected to boost revenues by 22%).

This company has achieved many successes in recent years. Currently serves over 7,500 customers, including 30% Forbes Global 2000.

But it’s still quite miniature. Currently, it has a market capitalization of only USD 30 billion, which means that it has less than a hundred Apple size today (which today has a market capitalization of 3.3 -TRN).

Looking to the future, I think the zscaler can become much larger because it wins more customers and sells additional services to existing ones. But as in the case of Crowdstrike, the company is in the face of high competition, so there is no guarantee that it will succeed.

I am stubborn

However, I am convinced that cyber security is an industry with great potential. And apparently I’m not the only one with this view.

Recently the owner of Google Alphabet He announced the takeover of Business Business Business Wiz for USD 32 billion. This suggests that a gigantic technology company perceives cyber security as the main source of growth.

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