How Microsoft became the market's indispensable stock once again

You say you want to play the emerging cloud-services quasi-duopoly without having to worry about what it costs Amazon to ship a pair of flip-flops overnight? Microsoft is the stock for you.

In an investment industry that carves up the market into thematic exchange-traded funds to reflect a wide set of tastes and tactics, Microsoft is over-represented versus its S&P 500 weight in ETFs pursuing the following categories: mega-cap growth, momentum, low-volatility, quality, dividend-growth and a raft of ESG portfolios.

Still, those earnings are almost all free cash flow, and in this market a dominant growth company valued at around a 3% forward free-cash-flow yield is pretty much the going rate. The obvious question is whether the acclaim for Microsoft has become a bit extreme and uncomfortably unanimous. Are too many investors crowding into this one massive obvious leader, mistaking blind momentum-chasing for paying up to own the best?

Office 365 !!

Microsoft behaves like a proper engineering company again. It was an amazing transformation. VS code for developing open source apps is amazing. The Surface could use some tweaks to work better with docker. But very impressed.

Ahahahahaha

Gotta love those defense contracts

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