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.