*Disclaimer: None of this should be taken as financial advice. It is for educational purposes only.

*This post is intended to give a holistic view of my thoughts and opinions on this company and stock, to give more context around the holding within the Stove Portfolio.

MSFT

One of the largest companies in the world, Microsoft is one of my holdings that did not go through a Motley Fool recommendation. Who would have thought it would have done as well as it has? It's been quite the transition to the cloud for Microsoft, and I'm happy to have been along for the ride. Given Azure's competitiveness with AWS, I'll keep holding my shares until the thesis changes, but I likely won't be buy more in the near future.

Principles

  1. Theme: AI & Cloud Computing

Holding Health: BLUE


What do you think about the portfolio? Any questions? Comments? Suggestions? I'd love to hear your thoughts, so please contact me if you feel so inclined!