Position
MSFT
MicrosoftNASDAQ
LONG+21.4%
- Entry
- NOV 10$421.74
- Last
- $511.93
Thesis
Enterprise software with a compute business attached, not the other way round. The seat count is what pays for the capital expenditure, and the seat count does not churn on a model release.
Writing
Notes on MSFT
Nothing written on this one yet. A note lands here the moment it is tagged MSFT, so the thesis above and the writing behind it never drift apart.