Equinix: Microsoft's Spending Shift Signals Trouble For Data Center Growth

Over the last few months, it’s become increasingly more apparent to me that the data center industry is exposed to the risk of a slowdown in absorption and resulting excess supply. Micorsoft’s ( MSFT ) own commentary on its recentI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound thei ...