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TIP501: Investing During an Inflationary Environment
We Study Billionaires - The Investor’s Podcast Network
The Strength of the Mo for Microsoft
Microsoft's share of the cloud industry has increased from 10% to 20%. Their operating margins have improved significantly over the past few years. The biggest risk that I see with a company like Microsoft is the antitrust issues. At the time of this recording, Microsoft trades at around $215 per share and a $1.63 trillion market cap.
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