Monday, June 25, 2018

Microsoft: This Might Turn Me Into A Bull | Latest News

I begin to appreciate Microsoft more as a company that runs a solid, increasingly SaaS- and subscription-based business.


  • Recurring sales offer revenue predictability, translating into what I believe will continue to be robust risk-adjusted stock returns.
  • This idea was discussed in more depth with members of my private investing community, Storm-Resistant Growth .
  • I inch closer to ditching my skepticism and buying MSFT at current levels, even after considering the stock price rush of the past few years.


I'm against Microsoft (MSFT). Even though the company itself or its business prospects doubts, I have always found very high prices to justify investing in stock. Long-term projection PEG 2.0x (see below in the first chart below), MSFT evaluation Apple (AAPL), Facebook (FB) and alphabet (GOOG) (GOOGL) are extended in some cases.

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