The Intrinsic Value Podcast 对 $MSFT 的判断变化

Well, we got a request to do Microsoft next. So, how about we do that? Um I think even last time we talked a bit about Microsoft. Uh just when we cover the MX7 to me it's like the one Mac 7 company where I feel like I I just don't have a strong opinion like it probably if I would look at Amazon I have a pretty strong opinion if I look at you know Google or Alphabet I have a strong opinion not so much the case for Microsoft

So, what we'll do today, um, we have a tier list prepared. We actually have two tier lists. So, for one, we will talk about um the max 7 companies as you can see here. Plus, we have some extras. So, we will talk about the Max 7s like you know, Meta, Google, Microsoft, those those sorts of companies.

and just generally you have a lot of these circular deals I think Sean when we covered Microsoft um which is also a company that we will list maybe we should do that one next um I think when we did the research in the episode, we were just sitting there trying to figure out where money is actually going in all of these circular deals and it was incredibly difficult.