Microsoft Earnings: Strong Performance but Overvalued

3 months ago

Daniel Pronk

"I do think that, you know, the earnings report was incredible. This is a fantastic worldclass company, but I am someone who thinks that just because it may be one of the best businesses in the world, valuation still matters. And I do think that Microsoft, just in my opinion, is selling above fair value today."

While praising Microsoft's excellent earnings and growth in its cloud business, the speaker expresses concern over its high valuation, suggesting that it may be trading above a fair price for value investors.

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