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TIP501: Investing During an Inflationary Environment
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The momentum chart on Microsoft flipped green around April 21st of 2020. The intrinsic value I came up with at a 10% discount rate is 1.54 trillion, which is a 5% discount to the current price. So given these free cash flow projections, I would expect Microsoft stock to grow conservatively at around 10% per year if purchased at today's price. At the time of this recording, I don't own any shares of Microsoft or Adobe but would like to initiate a position once the momentum flip screen in the macro of landscape improves for me.
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