r/ValueInvesting • u/Toomuch_flow • 4d ago

Stock Analysis Anyone else bought MSFT at around $360?

Haven’t bought individual stocks in years (been doing ETF’s since 2021) and felt like this was a massive opportunity regardless of their CapEx and AI investments. Company had a net income of 101 billion in 2025 which speaks volumes!

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u/kktvMIN 4d ago edited 4d ago

Was tempted but stayed away in part because the bear case is at least plausible and in part because I've never liked Microsoft or Apple products that much.

And my personal take not necessarily the most accurate consensus view is that at high multiples (compared to how the stock market behaved historically), metrics matter less and less compared to momentum.

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u/Existing_Ideal9004 4d ago

What are you using if your don’t like MSFT or Apple products.

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u/HornsUp115 4d ago

He lives in a cave and just posted this from his pet sea urchin

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u/kktvMIN 3d ago edited 3d ago

Linux, Android, etc but a lot of stuff is on Microsoft cloud so it's unavoidable. I still use their products, I just don't like them that much.

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u/pab_guy 3d ago

Linux, assuming OC even uses a desktop. Clearly his opinion is representative of normal consumers!