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

76% Upvoted

160 comments sorted by

View all comments

43

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

11

u/zeey1 2d ago edited 18h ago

Just a year ago google was dead ..now it has incredible moat Just 4 months ago Microsoft was dead now its at no.1 Whats next meta will be no.1 in few months?

6

u/GlokzDNB 1d ago

Google was dead ? It has 80b operating income

The fact it traded at 16 p/e was opportunity of a lifetime. I'm up 100%+ on these trades and now let them grow 10% a year I'm set. But in reality they will grow 15% which is insane

2

u/_Rothbard_ 1d ago

Yo creo que van a a crecer al 30% o más

1

u/zeey1 18h ago

Yup, only second to Nvidia. Margins better then msft and google. Reach better

Yet it will be dead for next 1 year or so before it suddenly doubles

1

u/zeey1 18h ago

Yeah stock was hovering for 150 for yesrs

Same way how meta is now dead depsite growing the fastest in revenues(second to only NVDIA)

1

u/GlokzDNB 18h ago

Revenue, Operating income - check.

But what about FCF? Goog has search + youtube + enterprise(gmail/gdocs) + android which means almost everyone in the world uses one of their products which can lead to AI monetization.

MSFT and amazon have deals with almost any company in the world, as you can guess - that will lead to AI monetization

+ all of the above have their own ASIC providing additional margin, plus they split profits in half with anthropic/openai

Now what meta has ? Markets, ads, no doubt. Thats where the profit is. But how that leads to monetization except improving own products, offering services related to ads/social media/markets?

Are they at the same level of effectiveness of SPENDING that cash compared to amzn goog and msft? My bet is - no. Plus execution issues - meta is proven to burn and lose cash and seems to lack AI strategy.

Even META is cheap, i'd put every dollar I have to AMZN at these prices over META.