Microsoft Reverses Gains After CFO Slashes Outlook
https://www.zerohedge.com/markets/micro ... pectations
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Microsoft (MSFT) / Bill Gates
Re: Microsoft (MSFT) / Bill Gates
by winston » Wed Feb 01, 2023 2:02 pm
not vested
MICROSOFT CORPORATION (MSFT US)
Recommendation : BUY
Fair Value : USD 290.00
NO BEAUTY LIKE A SWAN.
Dominant cash cow businesses support continued investment into future growth drivers
Cloud computing and AI are key growth drivers for the future of MSFT
Despite macro weakness, MSFT is a SWAN (Sleep-Well-At-Night) for long-term investors
Microsoft Corporation (MSFT, stock code: MSFT US) is a multinational technology that was founded in 1975 and has gone on to become one of the largest and most successful companies in the world.
Our key thesis for MSFT is that it is a SWAN (Sleep-Well-At-Night) stock for the long-term investor, with a strong balance sheet, high recurring cash flows, and relatively stable but higher-than-market growth rates.
Under the current CEO, the company has also consistently been able to balance between cash flow generation and reinvestment into growth opportunities via research and development (R&D), thoughtful acquisitions, and investments.
Mature personal computer (PC) and office productivity products drive strong cash flow generation which are reinvested into growth drivers such as cloud computing and AI, paving the way for sustainable stronger growth rates into the future.
Post the current bout of macro weakness, we believe MSFT can generate a low to high-teens sustainable revenue and earnings CAGR over the subsequent 3-5 years.
Source: OCBC
MICROSOFT CORPORATION (MSFT US)
Recommendation : BUY
Fair Value : USD 290.00
NO BEAUTY LIKE A SWAN.
Dominant cash cow businesses support continued investment into future growth drivers
Cloud computing and AI are key growth drivers for the future of MSFT
Despite macro weakness, MSFT is a SWAN (Sleep-Well-At-Night) for long-term investors
Microsoft Corporation (MSFT, stock code: MSFT US) is a multinational technology that was founded in 1975 and has gone on to become one of the largest and most successful companies in the world.
Our key thesis for MSFT is that it is a SWAN (Sleep-Well-At-Night) stock for the long-term investor, with a strong balance sheet, high recurring cash flows, and relatively stable but higher-than-market growth rates.
Under the current CEO, the company has also consistently been able to balance between cash flow generation and reinvestment into growth opportunities via research and development (R&D), thoughtful acquisitions, and investments.
Mature personal computer (PC) and office productivity products drive strong cash flow generation which are reinvested into growth drivers such as cloud computing and AI, paving the way for sustainable stronger growth rates into the future.
Post the current bout of macro weakness, we believe MSFT can generate a low to high-teens sustainable revenue and earnings CAGR over the subsequent 3-5 years.
Source: OCBC
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 110548
- Joined: Wed May 07, 2008 9:28 am
Re: Microsoft (MSFT) / Bill Gates
by behappyalways » Fri Feb 10, 2023 4:09 pm
Can Bing and OpenAI Challenge Google? Microsoft's Satya Nadella Weighs In (Exclusive) | WSJ
https://m.youtube.com/watch?v=bsFXgfbj8Bc
$MSFT CEO is declaring war:
"From now on, the [gross margin] of search is going to drop forever...There is such margin in search, which for us is incremental. For Google it’s not, they have to defend it all"
https://mobile.twitter.com/TheTranscrip ... 6643064833
https://m.youtube.com/watch?v=bsFXgfbj8Bc
$MSFT CEO is declaring war:
"From now on, the [gross margin] of search is going to drop forever...There is such margin in search, which for us is incremental. For Google it’s not, they have to defend it all"
https://mobile.twitter.com/TheTranscrip ... 6643064833
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 39634
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Microsoft (MSFT) / Bill Gates
by behappyalways » Thu Feb 16, 2023 9:48 pm
It recommended a “rustic and charming” bar in Mexico City without noting that it’s also one of the oldest gay bars in Mexico City.
Microsoft's Bing AI Chatbot Starts Threatening People
https://www.zerohedge.com/technology/mi ... ing-people
Microsoft's Bing AI Chatbot Starts Threatening People
https://www.zerohedge.com/technology/mi ... ing-people
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 39634
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Microsoft (MSFT) / Bill Gates
by behappyalways » Mon Feb 20, 2023 9:05 am
Microsoft Neuters AI-Powered Bing Chat
https://www.zerohedge.com/political/mic ... -bing-chat
https://www.zerohedge.com/political/mic ... -bing-chat
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 39634
- Joined: Wed Oct 15, 2008 4:43 pm
Re: Microsoft (MSFT) / Bill Gates
by behappyalways » Sat Feb 25, 2023 8:26 pm
不愛喝啤酒是真是假? 比爾蓋茲砸290億買海尼根股票 占總股本3.76%引發外界關注｜【國際大現場】20230224｜三立新聞台
https://m.youtube.com/watch?v=4fUJQDlL9_8
https://m.youtube.com/watch?v=4fUJQDlL9_8
血要热 头脑要冷 骨头要硬
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Re: Microsoft (MSFT) / Bill Gates
by winston » Wed Apr 05, 2023 7:38 pm
not vested
MICROSOFT CORPORATION (MSFT US)
Recommendation : BUY
Fair Value : USD 330.00
STAY WITH MICROSOFT FOR AI LEADERSHIP .
Embedding artificial intelligence (AI) technology within existing software solutions
While the monetisation of AI could take longer, the opportunity remains compelling
Stay with MSFT for AI leadership; revise fair value (FV) up from USD290 to USD330
Microsoft Corporation (MSFT, stock code: MSFT US) is a multinational technology company that was founded in 1975 and has gone on to become one of the largest and most successful companies in the world.
Our key thesis for MSFT is that it is a SWAN (Sleep-Well-At-Night) stock for the long-term investor, with a strong balance sheet, high recurring cash flows, and relatively stable but higher-than-market growth rates.
Under the current CEO, the company has also consistently been able to balance between cash flow generation and reinvestment into growth opportunities via research and development (R&D), thoughtful acquisitions and investments.
Mature personal computer (PC) and office productivity products drive strong cash flow generation which are reinvested into growth drivers such as cloud computing and AI, paving the way for sustainable stronger growth rates into the future.
Post recent AI developments and initiatives by the company, we take comfort that MSFT is likely to be able to generate a low to high-teens revenue and earnings CAGR in the subsequent 3-5 years.
Source: OCBC
MICROSOFT CORPORATION (MSFT US)
Recommendation : BUY
Fair Value : USD 330.00
STAY WITH MICROSOFT FOR AI LEADERSHIP .
Embedding artificial intelligence (AI) technology within existing software solutions
While the monetisation of AI could take longer, the opportunity remains compelling
Stay with MSFT for AI leadership; revise fair value (FV) up from USD290 to USD330
Microsoft Corporation (MSFT, stock code: MSFT US) is a multinational technology company that was founded in 1975 and has gone on to become one of the largest and most successful companies in the world.
Our key thesis for MSFT is that it is a SWAN (Sleep-Well-At-Night) stock for the long-term investor, with a strong balance sheet, high recurring cash flows, and relatively stable but higher-than-market growth rates.
Under the current CEO, the company has also consistently been able to balance between cash flow generation and reinvestment into growth opportunities via research and development (R&D), thoughtful acquisitions and investments.
Mature personal computer (PC) and office productivity products drive strong cash flow generation which are reinvested into growth drivers such as cloud computing and AI, paving the way for sustainable stronger growth rates into the future.
Post recent AI developments and initiatives by the company, we take comfort that MSFT is likely to be able to generate a low to high-teens revenue and earnings CAGR in the subsequent 3-5 years.
Source: OCBC
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 110548
- Joined: Wed May 07, 2008 9:28 am
Re: Microsoft (MSFT) / Bill Gates
by winston » Sun Apr 23, 2023 7:15 am
not vested
Microsoft Corporation (MSFT) is set to announce its quarterly earnings for its third quarter in fiscal year 2023 after market close on Tuesday, April 25.
Earnings are expected to come in at $2.23 per share, up just slightly from earnings of $2.22 per share in the same quarter of 2022.
Revenue is estimated to be $51.02 billion, a 3% year-over-year increase from $49.4 billion in the year prior.
Source: Investor Place
Microsoft Corporation (MSFT) is set to announce its quarterly earnings for its third quarter in fiscal year 2023 after market close on Tuesday, April 25.
Earnings are expected to come in at $2.23 per share, up just slightly from earnings of $2.22 per share in the same quarter of 2022.
Revenue is estimated to be $51.02 billion, a 3% year-over-year increase from $49.4 billion in the year prior.
Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 110548
- Joined: Wed May 07, 2008 9:28 am
Re: Microsoft (MSFT) / Bill Gates
by winston » Thu Apr 27, 2023 9:24 am
not vested
MICROSOFT CORPORATION (MSFT US)
Recommendation : BUY
Fair Value : USD 340.00
3QFY23 EARNINGS SOLID BEAT, IMPROVED GROWTH OUTLOOK .
Reported 3QFY23 (financial year ending in Jun 2023) revenue and earnings per share (EPS) beat estimates and guidance; 4QFY23 guidance stronger
Core software suite renewals and new sales exceeded the company’s expectations
Reiterate staying with MSFT for AI leadership; revise fair value (FV) up from USD330 to USD340
Microsoft Corporation (MSFT, stock code: MSFT US) is a multinational technology that was founded in 1975 and has gone on to become one of the largest and most successful companies in the world.
Our key thesis for MSFT is that it is a SWAN (Sleep-Well-At-Night) stock for the long-term investor, with a strong balance sheet, high recurring cash flows, and relatively stable but higher-than-market growth rates.
Under the current CEO, the company has also consistently been able to balance between cash flow generation and reinvestment into growth opportunities via research and development (R&D), thoughtful acquisitions, and investments.
Mature personal computer (PC) and office productivity products drive strong cash flow generation which are reinvested into growth drivers such as cloud computing and AI, paving the way for sustainable stronger growth rates into the future.
Post recent AI developments and initiatives by the company and 3QFY23 results, we get more confidence around MSFT being able to generate a low to high-teens revenue and earnings CAGR over the subsequent 3-5 years.
Source: OCBC
MICROSOFT CORPORATION (MSFT US)
Recommendation : BUY
Fair Value : USD 340.00
3QFY23 EARNINGS SOLID BEAT, IMPROVED GROWTH OUTLOOK .
Reported 3QFY23 (financial year ending in Jun 2023) revenue and earnings per share (EPS) beat estimates and guidance; 4QFY23 guidance stronger
Core software suite renewals and new sales exceeded the company’s expectations
Reiterate staying with MSFT for AI leadership; revise fair value (FV) up from USD330 to USD340
Microsoft Corporation (MSFT, stock code: MSFT US) is a multinational technology that was founded in 1975 and has gone on to become one of the largest and most successful companies in the world.
Our key thesis for MSFT is that it is a SWAN (Sleep-Well-At-Night) stock for the long-term investor, with a strong balance sheet, high recurring cash flows, and relatively stable but higher-than-market growth rates.
Under the current CEO, the company has also consistently been able to balance between cash flow generation and reinvestment into growth opportunities via research and development (R&D), thoughtful acquisitions, and investments.
Mature personal computer (PC) and office productivity products drive strong cash flow generation which are reinvested into growth drivers such as cloud computing and AI, paving the way for sustainable stronger growth rates into the future.
Post recent AI developments and initiatives by the company and 3QFY23 results, we get more confidence around MSFT being able to generate a low to high-teens revenue and earnings CAGR over the subsequent 3-5 years.
Source: OCBC
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 110548
- Joined: Wed May 07, 2008 9:28 am
Re: Microsoft (MSFT) / Bill Gates
by behappyalways » Thu Apr 27, 2023 11:14 am
In Fatal Blow, UK Regulator Blocks Microsoft's $75 Billion Takeover Of Activision
https://www.zerohedge.com/markets/fatal ... activision
https://www.zerohedge.com/markets/fatal ... activision
血要热 头脑要冷 骨头要硬
- behappyalways
- Millionaire Boss
- Posts: 39634
- Joined: Wed Oct 15, 2008 4:43 pm
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