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MSFT

Microsoft: Transition Period
From “Microsoft: The $100 Billion Club” (July 2022): “Microsoft’s success is dependent upon leveraging its aforementioned structural advantages… As the…
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The Science of Hitting
Microsoft: CapEx Conundrum
“A technology company that misses multiple trends will inevitably fall behind.
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The Science of Hitting
2
Portfolio Change - 06/21/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website. The past few months have brought some noteworthy developments for a few of…
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The Science of Hitting
"Our Industry Does Not Respect Tradition"
An update on Microsoft
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The Science of Hitting
Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website.
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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.
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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!
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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)
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The Science of Hitting
Microsoft: "Drive Optimization"
From “The Ultimate Tailwind” (October 2022):
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The Science of Hitting
2
Microsoft: "It's Showtime"
From “The Ultimate Tailwind”:
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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
© 2024 Alex Morris (TSOH Investment Research)
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