• Microsoft continues to deliver growth and innovation at an accelerated rate. Largely priced in at current levels.
  • Satya Nadella is performing well in the CEO role and is the driving force behind the move into big data and cloud technology.
  • Acquisitions of recent years appear to have reversed the trend of mediocre results, with LinkedIn the standout performer raising revenues from $960m to $5.3bn since 2016.


Microsoft (NASDAQ:MSFT) is up 18.8% YTD boasting a market cap of $915bn; this is largely due to positive factors that are in the author’s opinion largely priced in. While Microsoft retains various hot spots and opportunities such as the performance at LinkedIn, the current pricing levels remain elevated.


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