GMBStaff
16 Sep 23
<p><strong>Microsoft: The Lost Decade Ahead</strong></p> <p>Microsoft continues to post resilient fundamental results in spite of the tough macro. However, I argue that these strong results are not strong enough given the current valuation. Investors may have been caug...
Microsoft: The Lost Decade Ahead
Microsoft continues to post resilient fundamental results in spite of the tough macro. However, I argue 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. I explain in simple terms why a "lost decade" may be in store for the stock.
- Microsoft's fundamental results remain strong amidst challenging market conditions.
- However, these results are not enough to justify the stock's current valuation.
- The lack of significant impact from generative AI technology is surprising to investors.
- I provide a straightforward explanation for why Microsoft may experience a "lost decade" ahead.
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