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r/valueinvestingr/valueinvesting· u/Living-Number-9050· 1d agoDiscussion 0

Are you buying Google or Microsoft right now?

Investor summaryBullish

Author considers rotating GOOGL to MSFT or adding MSFT, citing MSFT's lower 23 PE valuation despite GOOGL being a better business.

Bull points
  • MSFT is trading at a relatively low valuation of 23 PE.
  • MSFT remains a top-class business.
Bear points
  • GOOGL is considered much more expensive compared to MSFT.
MSFTGOOGL价值 / 回购
Post body

Currently, Microsoft is trading at a really low valuation (23 PE), which Google is much more expensive.

However, Google is the better business, but Microsoft is still top of class.

Google is around 10% of my portfolio, thinking of either rotating it to Microsoft, or just slowly adding MSFT with additional money (but I dont want too many positions, currently 8).

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