Original review: Can Microsoft Compete? Part 1; Part 2; Part 3 coming this week.
Tag for finding my other articles on this stock: MSFT
About this blog: I have been investing for 25 years, professionally and personally. I look for stocks that have a high probability of compounding at 15% for at least 5 years with limited downside. I write these stocks up on my blog. You can find more about me, my philosophy, my mental models, and my portfolio structure on my site.
Key takeaways
EPS compounding high teens. 35% q/q growth in paid Copilot seats perhaps the most significant individual datapoint.