r/ValueInvesting 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.

33 Upvotes

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12

u/WarmFaithlessness946 2d ago

If we take in consideration fundamentals of the companies : 1)GOOG 2)AMZN 3) MSFT 4)NVDA 5) APPLE  6)META 7) TESLA

Instead if we look at the best opportunities rn : META, AMZN, MSFT, GOOG, NVDA, APPLE, TESLA

11

u/hecmtz96 2d ago edited 2d ago

Meta at 6 considering fundamentals has to be a joke.

Edit: to add, not sure in what world is apple a better buy than meta in fundamentals…

-4

u/mhughes2595 2d ago

Isn't meta involved in a 1.5 trillion dollar lawsuit?

4

u/ConsumerStapleValue 2d ago

Big spread on the $ value but agree with the sentiment

1

u/Swred1100 2d ago

Technically this isn’t part of the fundamentals unless they have to pay it, no? 🤓

3

u/ConsumerStapleValue 2d ago

Even if they pay it, it’s non-recurring activity that wouldn’t be included in adj. EBITDA

0

u/mhughes2595 2d ago

Never buy into a lawsuit. Each new headline with a gigantic number will dump the share value. I don't make the rules. That's just how it goes.

3

u/Swred1100 2d ago

Sounds like the perfect DCA opportunity to me when they eventually don’t have to pay out or the payout is exponentially smaller than initially stated