Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity?
Join Daniel Mahncke and Shawn O'Malley as they work through whether Microsoft's software moats can survive the very technology Microsoft is helping to build.
What you’ll learn here:
00:00:00 - Intro
00:00:40 - About all major business units
00:11:19 - How LinkedIn’s business works
00:17:40 - How the cloud business keeps growing
00:20:32 - What the future plans for gaming are
00:24:09 - Why the Office products might be in danger
00:50:25 - How AI is challenging Microsoft’s software
00:54:48 - Who captures the most value from AI
01:22:50 - Whether Shawn and Daniel add MSFT to the Intrinsic Value Portfolio
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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