@lynch_pin_quant@WillBiddy_ You are asking me my investment decision like 6 years ago i can’t recall now but I think back $GOOGL had a lot of growth potential not priced in the stock. I think it is more priced in at $400 than $MSFT is currently at $400. So I switched some of my capital from one to the other
@lynch_pin_quant@WillBiddy_ I mean…I held $GOOGL since it was $70, can’t blame me for talking a little profit can you? From here I only see EPS growth with no multiple expansion, while for $MSFT, I see slightly lower EPS growth but potential multiple expansion
@WillBiddy_@lynch_pin_quant I don’t know if it’s “timing the market” if you are just relocating your capital from $GOOGL to say $MSFT or $META. That’s just a rotation