Microsoft: A Trifecta Of Growth, Margin Expansion And Improving Cash Flow Conversion

I've had a 'Neutral/Hold' outlook on Microsoft (NASDAQ: MSFT ). This was prudent for the initial 3 months, but since the Q3 FY25 earnings release in late Apr'25 (the company has a Jun-ending fiscal year), the stock hasProviding alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my pe ...