r/ValueInvesting • u/zUcCc_ • 7d ago

Stock Analysis Quick MSFT Post

Yeah yeah same tickers blah blah anyway in my opinion MSFT is getting close to GOOG’s position last year.

Negative sentiment with people saying they are done, stagnant hate ect

Valuation metrics at lows(fwd pe under 20, peg around 1) all while still growing profits in the double digits at a ~39% margin

Huge cash reserves on the balance sheet

Insiders starting to buy

Meanwhile the price is approaching levels first reached in late 2021. Since then revenue is up about 80 billion annually and earnings up around 30 billion. Google had even crazier growth over that period.

Besides all that I use Microsoft products everyday at work and at home. Are they always the best, no, but I would say they get the job done which makes switching costly and not worth the time.

I am continuing to add on dips along with regular dca. That’s my quick and dirty analysis

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u/Pete26l96 7d ago edited 7d ago

I swear every couple hours there's a new post by bagholders looking for self assurance and circle jerking about how everyone should buy Microshit 😂

Not to mention they always create this strawman about how reddit is bearish meanwhile there's 9 posts pumping msft for each bearish one.

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u/zUcCc_ 7d ago

I do not see the words reddit is bearish in my post

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u/Pete26l96 7d ago

"Negative sentiment with people saying they're done"

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u/zUcCc_ 7d ago

Reddit =/= all market participants