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Microsoft: Rampant Selloff Case Of Market Disconnect And Irrational 'SaaSapocalypse' Fears
Seeking Alpha· 2026-02-05 12:45
The last time I wrote about Microsoft Corporation ( MSFT ), in October 2025, I analysed the company’s Q1 numbers and the overall report in detail to identify the factors that could have drivenAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,' where I disc ...
Microsoft: Rampant Selloff A Case Of Market Disconnect And Irrational 'SaaSapocalypse' Fears
Seeking Alpha· 2026-02-05 12:45
Core Insights - The article discusses Microsoft Corporation's (MSFT) performance and analysis of its Q1 numbers, focusing on factors that may have influenced its results [1]. Group 1: Company Performance - The analysis includes a detailed examination of Microsoft's Q1 financial results, highlighting key drivers behind the company's performance [1]. Group 2: Analyst Background - The author has extensive experience in investment banking and holds a CFA Charter and a PhD in Finance, indicating a strong analytical background [1]. - The author is also an Honorary Associate Professor in Finance and Corporate Governance, further emphasizing expertise in the field [1]. Group 3: Research Focus - The author actively engages in quantitative research across various domains, including US equities, Behavioral Finance, Corporate Governance, Activist Hedge Funds, Cryptocurrencies, and M&A [1]. - Publications in top-ranked peer-reviewed journals suggest a high level of credibility and knowledge in financial analysis [1].