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Posts on MSFT
Latest ideas and analyses related to Microsoft Corporation Common Stock
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
Investors had the perception that software companies are secular growth companies (i.e., they are recession-proof stocks to own). This is correct to certain extent, however,...
By marschenntdeb729bd97b0413b on May 31, 2022, 7:57 p.m. Tagged topics: buy the dip
Software - Framework for navigating turbulence; in 2008-2009 recession, stocks started to bottom & outperform just as they delivered the first set of disappointing results
By ethonomics on May 31, 2022, 2:28 p.m. Tagged topics: buy the dip
OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...
Latest ideas and analyses related to Microsoft Corporation Common Stock
+45 pts
Framework for navigating turbulence: $GTLB/$TEAM to Buy; Reinstate $ORCL at Sell, $ALTR to Sell
By ethonomics on June 27, 2022, 3:31 p.m.
Tagged topics: analyst downgrade , analyst upgrade
Views: 24, Votes: 7, Responses: 0, Attachments: 1
+33 pts
Software: All Eyes on Recession Sensitivity & Other Takeaways from Recent Investor Meetings in Europe
By junkfoodlover on June 27, 2022, 2:13 p.m.
Tagged topics: investor meetings
Views: 8, Votes: 3, Responses: 0, Attachments: 1
+35 pts
Collaboration software has been written off as WFH beneficiary, ignoring that investment remains elevated
By mooreideas on June 27, 2022, 12:12 p.m.
Tagged topics: return to office
Views: 121, Votes: 6, Responses: 0, Attachments: 1
+58 pts
Identifying Opportunities Through the Lens of Quality and FCF Profitability
By ethonomics on June 23, 2022, 6:10 p.m.
Tagged topics: stock ideas
Views: 60, Votes: 11, Responses: 2, Attachments: 1
+42 pts
Macro Concerns Beginning to Surface in Cyber
By labjordan on June 13, 2022, 1:24 p.m.
Tagged topics: macro pressures
Views: 29, Votes: 6, Responses: 1, Attachments: 1
+37 pts
$MSFT Azure Cloud Chat; Growth Relatively Recession Resilient and Strong Portfolio Value Proposition
By josiebe on June 8, 2022, 1:29 p.m.
Tagged topics: management commentary
Views: 28, Votes: 3, Responses: 0, Attachments: 1
+35 pts
Cautious Optimism While Recognizing Macro at Day 2 of Software Conference
By labjordan on June 3, 2022, 11:35 a.m.
Tagged topics: management commentary
Views: 20, Votes: 3, Responses: 0, Attachments: 1
+34 pts
Midpoint Q4 Growth Outlook Revised to 13.4% from 14.4% on FX Headwinds in May
By junkfoodlover on June 2, 2022, 1:49 p.m.
Tagged topics: FX impact
Views: 14, Votes: 3, Responses: 0, Attachments: 2
+31 pts
Investors had the perception that software companies are secular growth companies (i.e., they are recession-proof stocks to own). This is correct to certain extent, however,...
By marschenntdeb729bd97b0413b on May 31, 2022, 7:57 p.m.
Tagged topics: buy the dip
Views: 40, Votes: 12, Responses: 0, Attachments: 0
+55 pts
Software - Framework for navigating turbulence; in 2008-2009 recession, stocks started to bottom & outperform just as they delivered the first set of disappointing results
By ethonomics on May 31, 2022, 2:28 p.m.
Tagged topics: buy the dip
Views: 65, Votes: 12, Responses: 1, Attachments: 1
+34 pts
OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...
By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates
Views: 25, Votes: 8, Responses: 0, Attachments: 0
+41 pts
Software — Lowering Ests./PTs Across the Board — Beware Macro Storm
By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates
Views: 32, Votes: 5, Responses: 1, Attachments: 1
+39 pts
$MSFT Teams - The $85bn Opportunity Worth Talking About
By mooreideas on May 17, 2022, 4:48 p.m.
Tagged topics: underappreciated opportunity
Views: 119, Votes: 4, Responses: 1, Attachments: 1
+41 pts
Cloud Tracker - Indicating Healthy Demand in 2022
By junkfoodlover on May 16, 2022, 3:04 p.m.
Tagged topics: analyst checks
Views: 36, Votes: 3, Responses: 1, Attachments: 1
+35 pts
$MSFT Microsoft - Stable Growth
By Btam on May 5, 2022, 3:21 a.m.
Tagged topics: earnings results
Views: 20, Votes: 4, Responses: 0, Attachments: 1
+32 pts
$MSFT Focus On Robust Cloud Guidance For Microsoft
By Btam on April 29, 2022, 10:48 a.m.
Tagged topics: earnings results
Views: 17, Votes: 1, Responses: 0, Attachments: 1
+40 pts
Cloud Remains a Bright Spot Despite Rising Economic Risk
By josiebe on April 27, 2022, 1:38 p.m.
Tagged topics: growth stock selloff
Views: 35, Votes: 3, Responses: 0, Attachments: 1
+41 pts
$MSFT 3Q22 Results — This is Why We Own Software
By realmomobags on April 27, 2022, 5:16 a.m.
Tagged topics: software , cloud
Views: 38, Votes: 3, Responses: 0, Attachments: 1
+43 pts
Software: Takeaways from Recent Investor Meetings
By mooreideas on April 18, 2022, 2:05 p.m.
Tagged topics: non deal roadshow
Views: 53, Votes: 4, Responses: 0, Attachments: 1
+59 pts
Americas Software: Framework for navigating turbulence: Cut estimates and PT but positive on intrinsic value and growth
By ethonomics on April 14, 2022, 11:57 a.m.
Tagged topics: deep dive , rate hike
Views: 251, Votes: 10, Responses: 1, Attachments: 1