Global Equity Investor - Widening Moats + Structural Growth. 10 Year+ Horizon. Perishable Tweets. Searching for a new equity investment role. DM to discuss.
Oct 27, 2018 • 7 tweets • 3 min read
If you read <somewhat> between the lines, Satya at MSFT usually shares worthy insight into MSFT's strategy.
Of course... all CEO's market their stock... but even so here are some useful if rudimentary ideas from MSFT's Q1 19 call. Some are even accurate!
1/
Scale/Scope - MSFT is more secure because we see more threats/can learn quicker, &c
..and we do identity too - tho as my wise friend <locked> points out, MSFT can't be neutral which may constrain this feature in a multi-cloud world 2/
