
Ep. 119: Jim Golan: Building A High-Conviction Portfolio For The Long Haul
Investing With IBD
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The Future of Microsoft's IT System Integrator
Microsoft is our largest holding in the portfolio. We think we're probably in the second inning, you know, probably 20% of workloads coming from the on-prem side going to the public have shifted to the public cloud. So it's still very early for Microsoft. Accenture is a leader in global IT system integrator. They are the trusted source for the Fortune 500 companies. And they've done a tremendous job pivoting a company to the whole digitization of the global economy.
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