(https://www.marketwatch.com/story/bill-ackman-sees-investors-repeating-a-mistake-of-2000-flocking-to-the-new-new-and-ignoring-quality-names-b33e5f88) — and he's half right. But the real story isn't that $MSFT and $AAPL are 'quality names being overlooked.' It's that mega-cap tech delivered massive net margins (AAPL 26.7%, MSFT 34.1%) during an era of cheap capital, and that era is over.

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