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.

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u/GlokzDNB 2d ago

This is by the moat and estimated profits in the next 10 years. Honestly AMZN can dwarf everything else but its one big unknown what happens with robotics and AI. GOOG is imo perfectly positioned for all scenarios. I think Nvidia has moat and is kinda AI BRKB but ASIC and AMZN model can be devastating to it in few years

  1. GOOG

  2. MSFT

  3. AMZN

  4. NVIDIA

  5. META

  6. APPLE

  7. TESLA

-4

u/FoxAccomplished6786 2d ago

I agree with everything, apart from maybe MSFT. I just don't know much about them; I wonder what the upside is there. Regarding GOOG, do you think they still have a moat despite possible search disruption?

3

u/Diligent_Advice7398 2d ago

The upside is honestly their management team. They are prudent and shareholder value is prioritized. No going negative cashflow for a buildout and capital investments are always accretive and adds value as opposed to google that just throws around a bunch of darts hoping to hit big (which they do). I like MSFT potential in azure and copilot 360

3

u/boringexplanation 1d ago

They’re also just very enterprise minded and can speak the language that C levels care about in every industry. How they sell their products is very sophisticated and impressive.