This is an interesting article.

Investing in the next big thing
A lot of people spend a lot of energy to try to find the company that will be the next Microsoft or Dell - essentially the start up company that will produce strong growth in earning and stock price the next 10 years.

What’s dumb about searching for the next big thing in the market
There’s no question that Microsoft and Dell has been success stories.

While a few upstarts might indeed make money for early investors, most won’t.

Quote: “In all likelihood, the next Microsoft is probably going to be, well, Microsoft. Companies that generate more than $13 billion a year in free cash flow don’t often disappear. In fact, they typically go right on crushing their respective markets — or at least keeping a sizable share of them — year after year.”