My Five-Year MAG7 Ranking After Last Week's Earnings

Five Magnificent Seven names just reported earnings last week. The price reactions were all over the map. Here's how I rank them as five-year holds, with Buffett's owner-return rules doing the heavy lifting. Why I'm Reading This Earnings Week Differently Five Magnificent Seven names reported earnings inside seven trading days. (MSFT), (GOOGL), (META), and (AMZN) reported on April 29. (AAPL) capped the week on April 30. The combined market cap reaction was all over the map: Alphabet ripped to a fresh high, Meta got punished, Microsoft drifted, Amazon held its ground, and Apple popped on a strong report. That kind of noise is exactly when I find Warren Buffett useful. Buffett's owner manual at Berkshire Hathaway has always argued that quotes are a service, not a verdict. He's said it a hundred ways. "Our favorite holding period is forever," he wrote in his 1988 shareholder letter. "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price," he added the next year.