New Picks Mid-2026
| 1. Coupang Inc (CPNG) Coupang is the fastest growing e-commerce company within South Korea. The online giant providers Rocket Delivery, Rocket Fresh, Coupang Eats, Coupang Play, Coupang Pay, Rocket Overseas, WOW Membership, Farfetch, and many more services. Coupang is a long-term engine in their region due to their strong e-commerce, fast food delivery service, easy to use fintech, and recurring subscription system. Additionally, their Taiwan expansion is a dominant grower in the Taiwanese market share by replicating the same playbook that worked in South Korea. |
| 2. ServiceNow (NOW) ServiceNow is attractive because it sits at the center of how large organizations automate work across IT, HR, security, customer service, and increasingly AI. The company generates highly recurring subscription revenue, enjoys strong profit margins and free cash flow, and benefits from high switching costs once customers build critical workflows on its platform. As businesses deploy AI agents, ServiceNow is well-positioned to become the orchestration layer that connects AI to real-world business processes, giving it a long runway for growth while maintaining a durable competitive moat. |
| 3. Veeva Systems (VEEV) Veeva is a compelling long-term investment because it dominates the life sciences software market, serving pharmaceutical and biotech companies with mission-critical cloud applications that are difficult to replace. The company enjoys recurring subscription revenue, strong profit margins, high customer retention, and significant growth opportunities through AI, data products, and expansion across the drug-development lifecycle. As healthcare and biotech companies continue digitizing operations, Veeva is positioned to compound revenue and earnings for many years. |
| 4. MongoDB (MDB) MongoDB is an attractive long-term investment because it is a leader in modern cloud databases, one of the most important layers of the software stack. As companies build new cloud and AI applications, they need flexible, scalable databases, and MongoDB Atlas has become a popular choice among developers and enterprises. With a large addressable market, strong recurring revenue growth, and increasing relevance to AI workloads, MongoDB has the potential to remain a key infrastructure provider for the next generation of software. |
| 5. Zscaler (ZS) Zscaler is a compelling long-term investment because it is a leader in cloud-native cybersecurity at a time when enterprises are moving away from legacy VPNs and perimeter-based security. Its Zero Trust platform creates high switching costs, generates highly recurring revenue, and is increasingly being used to secure AI applications and agents. If AI adoption accelerates as expected, Zscaler could become one of the key security platforms underpinning the next generation of enterprise computing. |
