Attractive Opportunity or Lost Decade? Microsoft Stock Explained [EotT3GxQYho]
Microsoft is down -23% and investors are wondering if this could present an opportunity. However, they also are undergoing a hugely underapprecaited business transformation that investors need to be aware of. In this video we break down Microsoft segment by segment, then focus on key risks facing them--including the ever present AI risk. We then touch on valuation and how this transformation could be a big benefit for them. I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics. Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business! ~*~ Chapters 0:00 — -23% drawdown 6:20 — Business Overview 7:03 — Productivity Segment 9:36 — Intelligent Cloud Segment 11:57 — Personal Compute Segment 13:16 — Competition 17:52 — Business Transformation 29:35 — Key Question 36:06 — DeepSeek & Fiber Risk 44:32 — Key Accounting Issue 50:17 — Valuation 52:38 — Summary ~*~*~*~*~*~ Drew Cohen runs an investment research firm that caters to professional investor and hedge funds. You can find out more about it at www.SpeedwellResearch.com Drew also has a podcast with Speedwell Research called The Synopsis. The Synopsis is aimed toward professional investors and covers in-depth specific publicly traded companies. Follow the Podcast on Spotify here: Follow the Podcast on Apple here: ~*~*~*~*~*~ Nothing here is financial advice. See channel disclaimers. ~*~*~*~*~*~ #investing #stockmarket #finance