Look at Domino's Pizza ($DPZ)

It took me a while to really understand how Domino's could be performing so well. Domino's Success is really about technology, scale, and demography.

A nationwide company like Domino's can take advantage of technology in a way that the local mom and pop pizza chain can’t. And that trend has been playing out for a decade.

They can create and app and a Frictionless transaction

Millennials don’t want to call.

They want to open an app, place an order, and go back to watching Netflix.

And while that’s not impressive technology, it’s still a technological advantage.

And once those habits are created and ingrained, they become harder to break.

Domino's has been a monster stock since coming public

If you invested $1,000 in Domino’s when it went public on July 13, 2004, that investment would be worth more than $56,000 now.

That’s a lot of dough.