Microsoft - Part 2
- Mathijs Mulder
- May 23
- 23 min read
Updated: May 24
If there’s one key takeaway from part I of our Microsoft analysis, it's this:
Microsoft is everywhere. Microsoft is essential.
Microsoft’s operations are so broad that it can be considered a modern-day conglomerate. From Windows on your computer to AI applications running on Azure, from expanding your professional network on LinkedIn to using Word, Excel, PowerPoint, or Dynamics: Microsoft touches nearly every aspect of business and technology.
In this second part of our analysis, we’ll examine Microsoft’s competitive advantages, discuss its management, review its financials, and assess the risks and opportunities the company faces. Finally, we’ll look at the valuation and share whether Microsoft is a good fit for our personal portfolios.
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