Microsoft (Ticker: MSFT) Not So Deep Dive

1

Introduction

00:00 • 2min

2

What's Up With Your SCC Filings?

01:46 • 3min

3

Microsoft 365 - The One Stop Shop for Productivity and Business Processes

04:38 • 3min

4

Microsoft Office 365

08:02 • 2min

5

Azure Cloud Services

10:30 • 2min

6

Windows Is the New Standard for Laptops

12:18 • 2min

7

What's the Big Three Segments of Microsoft?

13:49 • 4min

8

Microsoft Azure - The Biggest Growth Driver for Microsoft Azure

17:51 • 5min

9

Is There a Synergy Between Google and Microsoft?

22:31 • 5min

10

Microsoft CapEx - What's the Difference?

27:25 • 2min

11

Is CapEx Going to Overbuild?

29:42 • 3min

12

What Is the Biggest Loss for Microsoft?

32:30 • 2min

13

Bonds - The Balance Sheet Is a Thing of Beauty

34:57 • 2min

14

Microsoft Azure

36:30 • 3min

15

Is Google Drive a Threat to Microsoft's Business?

39:03 • 3min

16

Microsoft's Advertising Arm Is More Than $10 Billion Annual Revenue

41:44 • 3min

17

Azure Revenue Growth

44:55 • 2min

18

Office 365

46:37 • 2min

19

Is There a Lot of Low Lights?

48:20 • 2min

20

Activision Blizzard - I Don't Love It

50:22 • 3min

21

Microsoft

53:42 • 2min

22

Is There a Bear Case for Azure?

56:12 • 2min

23

Microsoft Azure

58:15 • 3min