“MSFT is a great business with strong fundamentals and a valuation suggesting a middle intrinsic value of $550, making it a buy at $350 or below.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
The cloud is printing money. AI is embedded in everything they sell and the balance sheet is almost a fortress.
the stock price I have is a low price of 360, a high price of 8.22, middle price of 550
I have it on my watch list at 345
The structured call
The receipt
Publish-day price $$397.75 · the claim is anchored to the moment it was said.