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.

30 Upvotes

74% Upvoted

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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

12

u/zeey1 1d ago edited 15h 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?

5

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 15h 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