Jean-Luc Ichard
- Microsoft is a highly profitable, cash-generating giant with a strong history of innovation and rewarding shareholders, making it a top long-term holding.
- Key growth drivers include the Intelligent Cloud segment and AI adoption, with significant contributions from Azure and strategic partnerships like OpenAI.
- Microsoft’s robust cash flow generation supports substantial dividends and stock repurchases, enhancing shareholder value over time.
- Despite potential risks, I consider Microsoft a ‘strong buy’ due to its leadership position in an AI-driven revolution that still has a long way to go before it fully unravels.
- Ongoing revenue growth, improving margins despite substantial investments, adopting AI into existing solution environment, and innovative approach make a strong case for MSFT as the best business ever.
I am a buy-and-hold investor interested in highly profitable, cash-generating giants with a rich history of upholding and enhancing their competitive advantages and rewarding shareholders.
I couldn’t think of a company better fitting that description than Microsoft (NASDAQ:MSFT). It’s one of my longest holdings and the most important technological player in my portfolio. I’ve added to the Company multiple times and decided to add again this week. Microsoft has greatly benefited my portfolio and brought me much satisfaction not only from a financial perspective but also through following its outstanding pioneer path. Microsoft is a true reflection of the popular saying: change is the only constant.
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