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14 handpicked stocks

Planned Obsolescence

These companies have mastered the art of creating products designed for replacement. Our analysts have carefully selected businesses that benefit from predictable upgrade cycles, generating reliable revenue streams as consumers continually refresh their purchases.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary and investor takeaways for the basket 'Planned Obsolescence' based on provided market capitalisation breakdown.

Key Takeaways for Investors:
  • Large-cap dominance suggests generally lower volatility and returns that tend to track broad-market movements, reducing idiosyncratic risk.
  • Suitable as a core holding for diversified portfolios rather than a speculative, high-growth allocation.
  • Expect steady, long-term value growth rather than rapid, short-term gains; outcomes are not guaranteed.
Total Market Cap
  • AAPL: $3.90T

  • SONY: $178.10B

  • EA: $50.01B

  • Other

About This Group of Stocks

1

Our Expert Thinking

We've identified companies that strategically engineer products with finite lifespans to ensure future sales. This controversial but profitable business model creates predictable revenue cycles as consumers regularly upgrade to newer versions, making these stocks potentially reliable performers.

2

What You Need to Know

These companies span multiple industries—from consumer tech and gaming to apparel and home appliances. Their common thread is a business approach that encourages regular replacement purchases, creating recurring revenue streams that can potentially withstand broader market fluctuations.

3

Why These Stocks

We've selected industry leaders who have proven track records of successfully launching new iterations that drive consumer demand. These companies benefit from technological advancement and shifting trends, which accelerate perceived obsolescence and stimulate demand for next-generation products.

Why You'll Want to Watch These Stocks

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Predictable Revenue Cycles

Companies in this group benefit from built-in replacement cycles, creating more reliable revenue streams than businesses that depend on one-time purchases.

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Tech Acceleration Boost

The rapid pace of AI and software advancements is shortening product lifecycles, potentially accelerating the upgrade cycles these companies depend on.

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Consumer Loyalty Premium

Many of these companies have built strong brand ecosystems that keep customers returning for upgrades, potentially creating more stable long-term returns.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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