Intro

Join Andrew and Dave on the Investing for Beginners podcast as they dive into the latest earnings reports of Microsoft and Watsco using Fiscal AI. They discuss key performance metrics, industry trends, and potential concerns, providing a comprehensive overview to help investors stay informed and make better decisions. Don't miss this episode for a quick catch-up on these major companies and see how Fiscal AI can streamline your investment analysis.

00:00 Welcome and Introduction

00:43 Analyzing Microsoft's Performance

02:47 Microsoft's Financial Metrics and AI Impact

04:26 Concerns and Future Outlook for Microsoft

09:40 Comparing Cloud Giants: Microsoft, Google, and AWS

20:01 Evaluating Watsco's Recent Performance

22:15 Watsco's Financial Health and Market Position

33:10 Final Thoughts and Wrap-Up

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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