019 - Microsoft's Cloud Computing and SaaS Future - a podcast by American Money Management LLC
from 2020-06-15T10:00
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Digging into our archives, Glenn reviews our investment thesis in Microsoft (MSFT). A position since the start of the AMM Dividend Growth Strategy. Glenn discusses how our thesis changed as Microsoft's cloud computing and SaaS future came into better focus under Satya Nadella and updates the risks to our investment.
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AMM Dividend Letter #34: The Ostrich Paradox & Microsoft
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phone: (858) 755-0909
email: gbusch@amminvest.com
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