The last few days has been nothing short of carnage. Fear is at its peak and even quality companies with strong market position and earnings are not spared. It is hard to pick a bottom, but after multiple sessions of indiscriminate selling, there will be a rebound. As market is highly volatile, it's best to pick a high quality company with clear growth imperative , strong pricing power and strong balance sheet. Usually such companies trade at a premium but thiscarnage has provided an opportunity to invest in Microsoft, especially from a technical perspective, it is near strong technical support. Does it mean it cannot go below? Of course nothing is certain in these unpredictable times, but the risk-reward is now very attractive. What if we are wrong? We are holding a quality company with strong balance sheet ( that can weather the storm) and are still riding on strong growth drivers. So eventually prices will match its fundamentals. Whilst there are no certainties in this world, Microsoft has reached levels that I am happy to start accumulating
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