Investing With IBD cover image

Ep. 119: Jim Golan: Building A High-Conviction Portfolio For The Long Haul

Investing With IBD

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app