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The Only Six Stocks That Matter

PostPosted: Tue Jul 28, 2015 1:52 am
by Jonathan ... 1&ie=UTF-8

Intel is named (as one of the stocks that definitely does not matter)!

Re: The Only Six Stocks That Matter

PostPosted: Wed Jan 04, 2017 11:04 pm
by Jonathan
Amazon, Apple, Facebook, Microsoft and Alphabet ... akers.html

Poor Netflix and Gilead Sciences.

Re: The Only Six Stocks That Matter

PostPosted: Thu Jan 05, 2017 8:53 pm
by quantus
Amazon is going to be very difficult to dislodge with all the infrastructure they've built up like AWS, Warehouses, etc...

Facebook is still a relative newcomer to the group and really hasn't earned its position as a lasting entity in my mind yet. They could still easily become dislodged if they're ever forced to provide an API or at least not shut down other 3rd party API's for people to access their content on other platforms.

Alphabet is just weird. Their lunch may get eaten by Facebook if Facebook can keep forcing people onto their property more and more and get served ads from Facebook instead of Google. Android was good, but Samsung has essentially stolen it and is making tons of revenue from it instead of Google. Their other businesses are interesting, but are longer-term prospects really. Still, Google has a lot of compute infrastructure like most of these companies and only remains a competitive advantage as long as they can keep affording to upgrade it at scale.

Apple I can't comment on.

Microsoft is embedded in businesses because of Outlook and Office and this is what drives their staying power. On the consumer side, they're doing well licensing Windows and with the Surface line, but it's fairly commoditized. Cortana, Bing, etc are ok I guess, but I don't use them since they aren't particularly better at anything.

Amazon, Facebook and Alphabet all have aspirations of doing something in Space, but they are costly research projects at the moment, so not sure how that's going to provide them with competitive advantage. Pouring money into black holes is probably not a good long term strategy...