No qualifying author-owned investment thesis was confirmed in this post.
MRK thesis relies on historical recovery and past valuation; MSFT thesis is based on hearsay and the author explicitly states they sold the asset.
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i ve been holding my mrk stocks for 2 years. once 35%-40% under water. i strongly believe it would come back and it was massively undervalued.
lly and mrk were once my top losers and they both have recovered from massive losses.
sector rotation this year can’t be more prominent
hold tight to your losers and they may very likely get back
softwares particular, msft particula.
schwab guy said he saw heavy buying at msft ..
btw, i sold my msft at $434 last year and bought gold.