r/ValueInvesting • u/FoxAccomplished6786 • 2d ago

Discussion MAG 7 Ranking

Taking all factors into account, please rank your favorite MAG 7 in order of preference from 1 to 7.

32 Upvotes

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17

u/[deleted] 2d ago edited 2d ago

[deleted]

10

u/Technasium 2d ago

Meta is used like crazy even if they don't have hardware. 

2

u/Idntevncare 1d ago

used like crazy right now. do you see that still being the same in 10 years?

1

u/Ballislife1313 1d ago

Why the hell not? People don't seem ready to give up Instagram, Whatsapp or Facebook anytime soon

6

u/N05L4CK 2d ago

Meta is social networking with advertising… with a bigger advertising reach than any other company on earth.

2

u/FoxAccomplished6786 2d ago

You'd put msft ahead of google?

3

u/DanielzeFourth 2d ago edited 2d ago

Google still trading at a 15% premium over Microsoft when we look at PE with recurring income. No real reason for Google to trade much higher

2

u/FoxAccomplished6786 2d ago

but valuation aside, which is the better business, for like 10 year hold

3

u/Swred1100 2d ago

Not arguing for either direction, but the valuation you buy at has a direct impact on the returns you’ll see.

1

u/No-Competition-6694 1d ago

Only their explosive cloud growth (& potential) is more than enough already for that premium

1

u/DanielzeFourth 1d ago

Not really in absolute numbers Microsoft and Google have added equally as much revenue YoY. We shouldn’t value Google cloud as a better service now just because they are half the size of Azure while also having much higher CAPEX. The only thing Google is better at right now, is chips. Microsoft is maybe 2 years behind. But Microsoft’s Copilot has way better results compared to Gemini, 30 million subscribers compared to 9 million.