Said on Nov 8, 2023, at 16:45 in the video.
“so for right now I'll consider it a hold and look for other opportunities”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.
the time trading at 230 that seemed improbable it seemed a little crazy but I believe strongly that it was an incredibly strong fundamental company at a dislocation so if we're looking for dhqs dislocated highquality stocks Microsoft really isn't one right now it's a high quality stock but it's not dislocated from its valuation it's trading at a very low free cash flow yield which means that it's at a high valuation it's trading at a very high PE ratio again trading at a high multiple it's a high quality company but I don't see any dislocation with the price so for right now I'll consider it a hold and look for other opportunities now moving on we have some news about vich vich of course being my only real estate holding it's a great holding it just pays out a dividend every quarter a really big dividend and they own a lot of real estate on the Vegas Strip as we know Vegas is undergoing construction to make way for the Formula 1 race this is a highly anticipated race and conceptually this seems really cool it's advertised as basically the Formula 1 cars racing down the street of the Vegas Strip so you see all these iconic incredible buildings behind the cars racing down the street and
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 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 Carlsona call with no clear direction
“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”
Feb 8, 2023
Joseph CarlsonMSFTwill rise
“I think that Microsoft is undervalued and I think right now basically all of big Tech is undervalued”
Jan 5, 2023
