TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley

You're listening to TIP. Microsoft is, without a doubt, still one of the highest mode businesses in the world. But I would still say that it's in a very critical transition phase that it has to nail now. You're not used to seeing the market doubt Microsoft the way it currently is. Usually this is one of the most stable Mag 7 companies out there.

But that's also where it might be a rare opportunity to buy Microsoft at historically low multiples today. So we did that with Google and it was our most successful investment last year and today we will see if Microsoft can become our most successful investment this year. Since 2014, with more than 200 million downloads, we have interviewed the world's best investors, studied deeply the principles of value investing, and uncovered many compelling investment opportunities. We focus on understanding businesses and intrinsic value, investing accordingly. and sharing everything we learn with you.

This show is not investment advice, it's intended for informational and entertainment purposes only. All opinions expressed by hosts and guests are solely their own, and they may have investments in the securities discussed. Now for your hosts, Sean O'Malley and Daniel Manka. For long-term investors, the current market in some ways might look like a gift because you have some great companies that have sold off to attractive prices. And today we are talking about a company that has dominated the last 30 years of American tech like few others.

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