Key insights
- The author expresses a bullish outlook on MSFT, drawing parallels to GOOG's situation last year. They cite improving valuation metrics (low forward P/E and PEG), strong profit growth, large cash reserves, and insider buying as positive catalysts. Despite negative sentiment, the author believes MSFT's products are sticky and plans to continue accumulating the stock on dips, suggesting a potential upside for the stock.
Yeah yeah same tickers blah blah anyway in my opinion MSFT is getting close to GOOG’s position last year.
Negative sentiment with people saying they are done, stagnant hate ect
Valuation metrics at lows(fwd pe under 20, peg around 1) all while still growing profits in the double digits at a ~39% margin
Huge cash reserves on the balance sheet
Insiders starting to buy
Meanwhile the price is approaching levels first reached in late 2021. Since then revenue is up about 80 billion annually and earnings up around 30 billion. Google had even crazier growth over that period.
Besides all that I use Microsoft products everyday at work and at home. Are they always the best, no, but I would say they get the job done which makes switching costly and not worth the time.
I am continuing to add on dips along with regular dca. That’s my quick and dirty analysis