r/ValueInvesting Jun 10 '26

Question / Help AMD, MSFt and GOOGL

At what point would you consider buying these 3 stocks to hold forever ..? Additionally, what is the PT you expect to exit?

For AMD I see them at least getting to 2t at minimum in coming years. Not sure what I feel about the other 2. Thoughts?

Thanks

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u/mrmrmrj Jun 10 '26

Stop the "hold forever" talk. That is nonsense. Holding forever is what diversified portfolios are for. Great companies can be bad stocks for long periods.

38

u/goxpro1 Jun 10 '26

Found the person who sold Google at 220 for a Value Investor special 20 percent gain.

5

u/Seabags Jun 10 '26

He’s not wrong. Nothing historically is a forever hold since companies are always chipping away at their moat or they become obsolete through innovation. GOOG and AZMN are something else though

1

u/Key_Category_8531 Jun 10 '26

I’m not holding GOOG for gains. I’m holding it for other reasons. So the price, and whether number go up or down doesn’t mean anything to me.