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r/valueinvesting
With Nvidia being under 30x for PE ratio and growing revenue significantly every quarter, why does this sub focus so much on Meta and Microsoft?
Investor summaryBullish
Questions why value investors favor Meta/MSFT over NVDA despite its <30x PE and strong growth, citing a preference for simpler businesses.
Bull points
- NVDA presents a compelling value proposition with a PE under 30x and significant quarterly revenue growth.
Bear points
- The community's focus on MSFT and META suggests a potential bias towards business simplicity over attractive valuation metrics.
Post body
Looking to understand the meta and Microsoft bulls. Do you guys just not care if the companies bounce back for a few years or is there an actual angle to this? Is it because their businesses are easier for you to understand?
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