By Yahoo Finance Video
Publication Date: 2026-04-10 11:00:00
00:00 Speaker A
year to date, bit disappointing because we’re not seeing any outsized gains. Microsoft and Tesla down 20% plus, 23%. So, which ones do you like?
00:13 Speaker B
Microsoft and Google offer strong risk-adjusted returns. Um, we think a lot about the price you pay for the risk that you’re taking. And really the others in the MAG 7 are way too pricey for a value investor such as ourselves.
00:36 Speaker A
So, is this a valuation call itself on these two stocks, Microsoft and Alphabet? Um, what’s what specifically about these companies do you like?
00:48 Speaker B
We don’t have a valuation call per se. We look for businesses that we want to own for the long run. And Microsoft is dominant across all of its major business segments and they have strong executive leadership and they just continue to innovate. And then Alphabet is a, it’s like a core, like their scientific ethos, it’s like none other. Their Deep Mind team, before we…
