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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 business results are what ultimately drive outcomes for the stock price (assuming you start and end with a ‘reasonable’ valuation). As I look to the years ahead, I remain as confident as ever that Microsoft is well positioned to help organizations of all shapes and sizes to embark upon their own digital transformation, while being properly compensated for the value that they bring to the relationship. (‘In a world facing increasing headwinds, digital technology is the ultimate tailwind.’) While it won’t be a straight line, I remain convinced that Microsoft will be a