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r/valueinvesting
I will never forget being downvoted for saying MSFT is too expensive for a reasonable margin of safety
Investor summaryBearish
The author warns MSFT and LULU are overvalued, lacking a margin of safety, and urges value investors to seek truly undervalued stocks.
Bear points
- MSFT is too expensive and lacks a reasonable margin of safety.
- Buying at a fair price could lead to a 50% portfolio drawdown.
- These popular stocks are blindly shilled and not truly undervalued.
Post body
This sub continues to take L on companies they don't understand. If you project long enough with your MSFT positions you may be fine. But don't cry when you buy at a "fair price" and see -50% in your portfolio.
LULU, Paypal, Fiserv, MSFT. I'm sure there's a couple more out there people were blindly shilling.
All the good value investors are looking elsewhere. Learn to find real hated, undervalued stocks and have a reasonable time horizon.
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