The Mega-Cap Opportunity: Meta & Microsoft!

The market unduly discounts Meta and Microsoft. Time to buy.

Investing is all about buying exceptional businesses at attractive prices.

At least, this is the type of investing we practice here, and it’s worked exceptionally for us so far.

The definition clearly states the two critical elements—an attractive price and an exceptional business.

The importance of the “exceptional” part can’t be overstated. For referen…