My Valuation for Microsoft (Tech Strategy – Podcast 148)

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This week’s podcast is about Microsoft and how I approach its valuation.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the Asia Tech Tour.

 

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Related articles:

From the Concept Library, concepts for this article are:

  • Valuation (Question 3): Digital Valuation
  • Valuation: Bird in Hand vs. Bush
  • Valuation: Growth, ROIC/RONIC and Value

From the Company Library, companies for this article are:

  • Microsoft

Photo by Ed Hardie on Unsplash

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

I host Tech Strategy, a podcast and subscription newsletter detailing the strategies of the best digital businesses in the US, China and Asia.

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Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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