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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (45429)11/14/2011 11:16:37 PM
From: Jurgis Bekepuris  Read Replies (2) of 78704
 
I'd definitely buy MSFT over IBM. I wonder why Buffett did the opposite. Perhaps there is the conflict of interest somewhere due to his friendship and dealings with Gates. Perhaps he just thinks that IBM is a better deal because it's mostly a service company now and therefore more stable long term and less prone to tech disruptions.

If you look at numbers it's hard to buy anything in tech instead of buying MSFT/AAPL/GOOG. Neither of the three is very expensive and all three are huge cash flow generators with incredible moats. The only reason not to buy them is their big market caps, which make it hard to double, triple, quadruple from here. But that's true for IBM and BRK too.
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