Software Consolidation
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The Great Software Consolidation: Why Microsoft Wins It All (NASDAQ:MSFT)
Seeking Alpha· 2026-02-10 13:08
Generative AI is coming for software margins. But the market has chosen to punish Microsoft ( MSFT ) stock. While MSFT has a large software business, I expect it to be a long-term winner in the spaceJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Best Of Breed Growth Stocks where ...