MSFT
✅ Microsoft is a key holding in Terry Smith’s portfolio, meeting his criteria for quality companies.
🚀 Smith invested in Microsoft when it faced temporary problems with its previous COO, recognizing the long-term business impact was minimal.
💰 Microsoft is an example of a company Smith invests in when it faces short-term issues that don’t affect its long-term prospects.
@adriarivero:
“For example, he invested in Microsoft when there were problems with its previous COO and realized that this did not affect the business. And he says that every company goes through temporary problems, for example, pharmaceutical companies with patent expirations and government price controls, fast food, taxes on fat, or baby products, declining birth rate.”
Watch the exact part of the video where Adrià Rivero talks about Microsoft here:
Watch the video on YouTube.
Read more articles featuring the most recent analysis of Microsoft (MSFT) at this link: MSFT stock.
