You can own Microsoft at 23x earnings and short Costco at 50x earnings

long AGI, short rotisserie chicken is actually value investing.

Buying Microsoft is at this point a no-brainer. GOOG was this cheap while MSFT was in the high 30s. I remind you everyone shat on Google because they were "behind" and had looming lawsuits, while justifying Microsofts multiple with their solid position in the business world and their Azure market share. The Google trade seemed too easy to be profitable. And now, everybody thinks each company is vibe-coding their own Office suite, cybersecurity and operating systems lol. Wall street has no idea how software even works.