The Story
News Summary
- Pershing Square highlights Microsoft as an attractive long-term opportunity, noting its decade-low valuation multiple.
- Despite market concerns over AI disruption and high capital expenditure, the fund argues M365 and Azure's strong competitive positioning will sustain high-teens historical earnings growth.
Explore MSFT price history & advisor snapshot
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Stored market data
MSFT price history
495.63
+5.23% over the displayed period
Advisor Snapshot
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