Got curious, so I picked the first 5 companies I could think of from my time at BCG and tracked their return from 1/1/2012 (year I started) to 1/1/2020. 3 of the 5 outperformed SPX, one mildly underperformed, and one lost a big chunk of its value. Mean return was ~same as $SPX. https://t.co/kTjhOEISoa