Appreciating Microsoft's 'Trojan Horse' Strategy For Success

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DeVas Research
449 Followers

Summary

  • My thesis for Microsoft is centered on its unstated but evident strategy akin to the Trojan Horse method of incursion into the Enterprise segment.
  • From the advent of the PC to the ongoing AI narrative, Microsoft's footprint reveals recurring revenues as its primary focus.
  • In terms of valuation, this cannot be called an expensive stock by any measure.
  • The best part is that these recurring revenues mitigate a lot of the risk of owning the stock for generations.
Giant Trojan Horse replica

4x6/E+ via Getty Images

Not too many years ago, equities of the largest companies in the world were considered to be neither value stocks nor growth stocks. You couldn’t get them cheap, and you couldn’t really get phenomenal growth, either. They were stable blue chips that typically paid a

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DeVas Research profile picture
449 Followers
I have been a keen student of the markets for several years now. I love studying how companies grow over time, what value they deliver to their stakeholders, and projecting long-term value as an investment opportunity. I work as a content professional for a software company, but my passion is capital markets.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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