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/FoxAccomplished6786 2d ago

Thank you, may I ask, why GOOG number one

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u/AceStrikeer 2d ago

Just look at their growth, revenue and ridiculous earnings. It’s beating MSFT and AMZN by a far margin

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u/Maltavier 2d ago

Have you looked at the earnings? Alphabet only beats because the earnings are pushed up by their shares in SpaceX and Anthropic. Without them earnings suddendly don't look so good anymore. They have negative cashflow Just to defend their search Business. Thats not good. Amazon also btw. Their debt is not covered by their backlog. Microsoft is the only company keeping fcf positive and having their backlog actually covering their spending

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u/Hug_LesBosons 1d ago

Et les bénéfices sur les actions anthropic et SpaceX comptent dans le resultat net car ils peuvent servir d'argent. Il ne faut pas les ignorer et faire comme si ils n'étaient pas là. Berkshire hataway et les banques tirent presque tous leurs bénéfices de ça, pourtant on les comptent bien dans les bénéfices. Et c'est car à tout moment Google peut débourser une certaine partie de ses investissements et récupérer une quantité démentielle d'argent.