Podcast: An Introduction to Microsoft
Today we released a new "Not So Deep Dive" stock analysis episode on Chit Chat Money covering $MSFT
We go through its business model, all its different operating segments, as well as what we think could drive returns for the foreseeable future
Microsoft is a stock that would get really attractive to me if it traded at less than 15x earnings (assuming the rest of my opportunity set isn't way more attractive). But today I feel it is a little expensive to start a new position.
Listen to the episode wherever you get your podcasts:
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