S4 - Ep 13 Microsoft: A Core Compounder - a podcast by Eric Clark

Mr Softy has been a monster stock for over 40 years. The business is incredibly stable and predictable and management continues to keep innovating and growing. We see nothing that changes that on the horizon. The Mega Brand core equity position is still intact. Cloud and AI is driving the growth now and we are still early days in that opportunity. The small dividend grows each year and the stock has performed well in most economic environments. When it gets clocked, as every company does on occasion, you get a chance to own more.

For more information about investing in Mega Brands:https://www.globalbrandsmatter.com/dynamic-portfolio

Further episodes of Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

Further podcasts by Eric Clark

Website of Eric Clark