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MSFT

Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website. As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
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The Science of Hitting
Microsoft: "Lead This New Era"
From “It’s Always About The People” (December 2023): “Over time, I’ve come around to a different conclusion. Put simply, I think the quality of the…
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The Science of Hitting
"It's Always About The People"
Note: I’ll be off next week for Christmas; I hope everybody has a happy holiday! As always, thank you for subscribing to the TSOH Investment Research…
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The Science of Hitting
1
"This Is Microsoft's Moment"
From “The Ultimate Tailwind” (October 2022): “At a time when the investment community is obsessively focused on quarterly results (even more so than…
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The Science of Hitting
Microsoft: The Third Pillar
TSOH Weekly #2: Meta (here’s the link to the inaugural episode on Netflix) From “The Ultimate Tailwind” (October 2022): “That change in expectations…
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The Science of Hitting
Microsoft: "Drive Optimization"
From “The Ultimate Tailwind” (October 2022): “As I think back on my experience with this investment, it has served as a useful reminder that long-term…
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The Science of Hitting
2
Microsoft: "It's Showtime"
From “The Ultimate Tailwind”: “The ongoing strength in the Commercial businesses is being partially offset by weakness in Consumer. Most notably…
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The Science of Hitting
2
Microsoft: "The Ultimate Tailwind"
In his opening comments on Microsoft’s Q1 FY23 conference call, CEO Satya Nadella said the following: “To start, I want to outline the principles that…
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The Science of Hitting
Microsoft: The $100 Billion Club
At Microsoft’s Financial Analyst Briefing in April 2015, when CFO Amy Hood was asked about the company’s long-term financial targets in the Cloud…
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The Science of Hitting
6
Microsoft: "Taking Share"
Amidst a period of seemingly heightened uncertainty and shortened time horizons among market participants, Microsoft reported strong Q3 FY22 financial…
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The Science of Hitting
"A Structural Shift in Demand"
A look at Microsoft's 1H FY22 financial results
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The Science of Hitting
2
Microsoft + Activision Blizzard
On January 18th, Microsoft announced its intention to acquire Activision Blizzard (ATVI), owner of some of the world’s most iconic gaming franchises…
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The Science of Hitting
© 2024 Alex Morris (TSOH Investment Research)
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