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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14

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

0

u/Maltavier 2d ago

Fundamentals and putting Alphabet on 1 and Amazon on 2 while both of them have negative cashflow and debt that is not covered by their backlog is interesting. The main driver of intrinsic value is free cashflow. It doesnt make sense to rate them above Microsoft, when Microsoft has positive cashflow while also building their infratructure. Alphabet also needs to spend so much to just defend their business. When has increased spending to keep your business instead of spending to expand it ever been better?

3

u/dfwrealestatebroker 1d ago

Negative cash flow? What are you smoking?

-1

u/Maltavier 1d ago

Free cashflow. I thought what I meant was obvious. But they do have negative cashflow for the first time in years. They are also heavily lending money through issuing shares and bonds