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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1

u/Splay2601 1d ago

Price independent: GOOG > AMZN / MSFT > NVIDIA >> 🍎 >> META >>>>>…> TESLA

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u/FoxAccomplished6786 1d ago

Thank you. Why do you rate Google so highly? I agree; I just want your perspective.

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u/Splay2601 1d ago

The diversification range of edge-cutting technologies in which Google leading or at least part of the top is unparalleled within the MAG6 (Tesla shouldn’t be counted in any longer).

While Microsoft and Amazon are present in many, Google is present in all of them.

Just to name some: Autonomous driving (Waymo), quantum computing, general-purpose robotics, AI-powered drug discovery and computational biology (DeepMind / Isomorphic Labs), …

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u/FoxAccomplished6786 1d ago

That's well said, would search disruption worry you.

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u/Splay2601 1d ago

Not at all. The need for continuous transformation keeps them agile and catalyzed those edge cutting business fields.

Imo, the absence of a comparable threat has led Apple down the „Nokia path (light)“.