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…
"The Enigma Of Success"
An update on Microsoft (MSFT)
