Digging into our archives, Glenn reviews our investment thesis in Microsoft (MSFT). A position since the start of the AMM Dividend Growth Strategy. Glenn discusses how our thesis changed as Microsoft's cloud computing and SaaS future came into better focus under Satya Nadella and updates the risks to our investment.

Download the Original Write Up

AMM Dividend Letter #34: The Ostrich Paradox & Microsoft

Subscribe

Subscribe to the AMM Dividend Letter

AMM Books

AMM Dividend Letter Vol. 1

AMM Dividend Letter Vol. 2

AMM Dividend Letter Vol. 3

Wisdom on Value Investing

Learn more about American Money Management, LLC.

www.amminvest.com

Contact Glenn Busch

phone: (858) 755-0909

email: gbusch@amminvest.com