Why investors are watching Netflix in 2020

Jason Helfstein of Oppenheimer and CNBC's Bob Pisani join 'Squawk Alley' to discuss the state of the markets for 2020.

As 2010 began, Netflix was a nascent challenger to the sprawling media industry, worth less than $8 a share.

Fast forward 10 years — and a stock gain of more than 4,200% — and Netflix is now a technology giant mentioned in the same breath as the likes of Apple and Facebook, with dozens of Wall Street analysts recommending Netflix shares to investors.

But a new decade has come. Are there any stocks with the potential for those kinds of gains in the next 10 years?

Finding stocks with this kind of potential is a difficult and risky task. Dozens of public companies could be crowned the high-growth disruptor of the next decade. In order to find some potential winners, CNBC analyzed megatrends just emerging similar to streaming a decade ago, and found companies whose fortunes are tied to those big changes.

The following seven companies appear ripe to surpass investor expectations, each in a different category: energy innovation, big data explosion, autonomy, travel, aging, agriculture and entertainment.

However, as UBS noted earlier this year, it is “important to differentiate between trends and fads,” and that’s what can make this so difficult. The firm advised investors to ground their strategies in three reliable long-term trends: population growth (“by 2050, the global population is expected to reach 10 billion, up from 7.5 billion today”), aging (“the population is getting older and living longer”) and urbanization (“by 2050, it is expected that 68% of the world’s population will reside in cities”).

“From an investment perspective, we are focused on the problem-solving companies that are meeting the needs of a changing world,” UBS said.

For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://www.cnbc.com/pro/?__source=youtube

» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
» Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic

Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.

Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC News on Twitter: https://cnb.cx/FollowCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC

#CNBC
#CNBC TV