"The Enigma Of Success"

An update on Microsoft (MSFT)

From “Drive Optimization” (May 2023): “I’ve owned Microsoft for ~12 years (call it 50 quarters). Every 90 days, after digging through the latest quarterly results, I’m left with an investment decision: is now the time to adjust the Microsoft position? What I’ve come to appreciate over time is that this quarterly dance can lead to some questionable inves…