Microsoft is a great business and very likely to benefit from the roll-out of AI.But the current valuation is extremely stretched with an earnings yield 210 bps below 10-year treasury yields.The stock...
Source LinkMicrosoft is a great business and very likely to benefit from the roll-out of AI.But the current valuation is extremely stretched with an earnings yield 210 bps below 10-year treasury yields.The stock...
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