My Valuation for Microsoft (148)

The Tech Strategy Podcast

English - December 21, 2022 02:00 - 49 minutes - 34.2 MB - ★★★★★ - 14 ratings
Business Technology technology business china asia digital alibaba tencent jeff towson strategy baidu Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Mercado Libre vs. Magazine Luiza / Magalu in Brazil is an Awesome Strategy Question (147))

Next Episode: 4 Rules for CPG Brands Going Digital. Lessons from AB InBev, Nike, and Zé Delivery. (149)

This week’s podcast is about Microsoft and how I approach its valuation.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the Asia Tech Tour.

——----

Related articles:

An Intro to Growth and “Birds in the Bush” in Digital Valuation (Tech Strategy – Daily Lesson / Update)An Intro to Discount Rates and Cost of Capital for Digital Valuation (Tech Strategy – Daily Lesson / Update)Why DCF Sucks for Digital Valuation. (Tech Strategy – Podcast 101)An Intro to Digital Valuation (Tech Strategy – Daily Lesson / Update)Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update)

From the Concept Library, concepts for this article are:

Valuation (Question 3): Digital ValuationValuation: Bird in Hand vs. BushValuation: Growth, ROIC/RONIC and Value

From the Company Library, companies for this article are:

Microsoft

-------

I write, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

Support the Show.