GMBStaff

 16 Sep 23

tl;dr

<p>In a recent article, it is argued that Microsoft's strong financial results are not strong enough given the current market valuation. The article suggests that investors may have been surprised by the lack of generative AI in boosting these results. The author explains why they believe a "l...

Microsoft: The Lost Decade Ahead



Microsoft continues to post resilient fundamental results in spite of the tough macro. However, the article argues that these strong results are not strong enough given the current valuation. Investors may have been caught off guard by how little generative AI is boosting current results. The author explains in simple terms why a "lost decade" may be in store for the stock.



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 22 Dec 24
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