Joseph Carlson: a call with no clear direction

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What was said around it

time when we think of subscription companies, we think of Netflix and Spotify. But S&P Global is every bit as of a subscription company as those companies. 84% or more of their revenue comes from subscription or reoccurring revenue supporting predictable free cash flow. They have strong free cash flow return policy. They distribute 85% of the free cash flow via dividends and buybacks. I view S&P Global as a very stable, steady company that's reliable for consistent compounding in the future. It's not going to be the highest returning company, but I believe it will have a stable market beating return, and that's why it's my biggest position. And the next one we're looking at here, which is Microsoft, is another one that's in a very strong position. This is an $80,000 position with 40,000 of that being gains. If we look back again at the story fund, we have more Microsoft in this portfolio as well. $25,000 position with 13,000 of that being gains. Now, why do I continue to invest in Microsoft despite the high valuation, despite the fact that the company has already done so well? Well, the leadership of Microsoft gave a new direction for the company overall. They are transitioning from

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