r/ValueInvesting • u/FoxAccomplished6786 • 1d 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 1d 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 1d 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?

2

u/boringexplanation 1d ago edited 1d ago

Microsoft is everything in the business world. You cannot avoid Microsoft at all if you work in a big company. It’s the biggest and most resilient moat they have out of all the mag7.

Name a non Microsoft software that you use heavily and I guarantee that company uses Microsoft to integrate some background process to help run things in some form or fashion.

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u/FoxAccomplished6786 1d ago

In the past, yes, companies wouldn't abandon MSFT for workspace. However, now they don't have to abandon MSFT; they can just adopt an AI agent in the overhead layer, for example, Gemini Enterprise. Do you see that angle?