Said on Feb 8, 2023, at 14:40 in the video.
“so when I look at the risk reward here I look at Microsoft as a company that can only benefit in this situation all they can do is grow a market share it's unlikely they're going to lose market share they're 3.4 percent”The direction of this call could not be determined with confidence, so it is held out of the score.
MSFT closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.
The direction of this call could not be determined with confidence, so it is held out of the score.
market share Google has the dominant 92.2 percent almost all of the value of Google's business is reliant on them staying the dominant search engine over half of Google operating profits net income come from the search business they don't come from YouTube they don't come from a cloud they don't come from Android they come from search so the company's core economics are reliant on them keeping this dominant market share then we have Microsoft that's not priced as this being a big part so when I look at the risk reward here I look at Microsoft as a company that can only benefit in this situation all they can do is grow a market share it's unlikely they're going to lose market share they're 3.4 percent and if they do that's not a big deal it's not a huge part of Microsoft's business but they have far more ample opportunity to grow their market share that is a net incremental benefit to Microsoft another high margin aspect of their business that will grow over time with Google already having 92 percent market share it's far more likely that they're going to lose market share over time and if they have any market share stolen from them with Microsoft or any other competitors that is only
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
Joseph CarlsonMSFTwill rise
“I believe on the long-term future this will likely mean a better future for them than had Sam stayed directly at open AI because now he is part of the Microsoft team with literally unlimited resources”
Nov 20, 2023 · after 1 year
Coin BureauMSFTwill fall
“it's safe to assume that Microsoft will trade lower today”
Nov 20, 2023 · after 1 year
Joseph Carlsona call with no clear direction
“so for right now I'll consider it a hold and look for other opportunities”
Nov 8, 2023
Joseph Carlsona call under review
“that means that the stock price in 2030 would be 662 dollars it would be a double from where it is today a double in seven years is about a ten percent return so that seems very reasonable”
Jun 27, 2023
Joseph CarlsonMSFTwill outperform
“so if I'm looking at this specific battle I think Microsoft has one now this isn't to say that I'm bearish on Google I think the company has a lot going for them and I do think that they'll put up a very strong defense of their Market share”
Feb 8, 2023 · after 1 year
Joseph CarlsonMSFTwill rise
“I think that Microsoft is undervalued and I think right now basically all of big Tech is undervalued”
Jan 5, 2023
