Time for Atvi, $74.11 today, Msft offered to buy for $95. Estimated close mid June 2023. 25% upside.

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Also. $54.20 is the (cap price) at a TBD future date. That is why $55 is useless. Check out Activision shares as an example. MSFT agreed to buy well above its current price however firm the deal is, it still has not closed and people could make other returns/investments elsewhere. Not to mention TWTR will likely keep trading well under $54.20 as it could fall through yet again, this has to be priced in

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Puts on MSFT. They getting rid of Money in Excel.

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Stock price is a horrible indicator. The point of DCF is to get a fair price so you can see if the current price based on estimates of future growth of current cashflow is too high or too low. If you just use stock price for your estimates you at best noticed that MSFT has positive momentum over a 56 month which doesn't tell you much. You already have FCF numbers here's the page on yahoo. Don't forget TTM currently doesn't mean much because MSFT fiscal year just ended last quarter so 2023 currently has no quarter so that's why it currently has no numbers/old numbers. You can also switch to quarterly in the top right corner. [https://imgur.com/S4Ngcgw](https://imgur.com/S4Ngcgw)

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MSFT is too profitable.

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Did you really just use GDP and multiplied it by beta to get an estimate for the growth rate? Holy cow. You belong here. That's an insanely horrible way to do it. MSFT had a 15% 5y growth rate for revenue and close to a 25% growth rate of EPS because of buybacks. This wasn't close to the tiny GDP growth rate in the last 5 years.

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I see MSFT growing more than 2.5% in the next decade (fuck analysts). They have interesting products for smart-ish everything that will be more mainstream in the next years. These guys are not the ones producing it directly, but they provide the support framework for it. So smart cities and IoT that a couple of years ago were just a bullshit set of words to sound cool, are now a valid tool to create value/reduce costs. If you make a sensitivity analysis in your DCF there, what stock price you get? Post inflation shakedown (or not) I am putting more money on MSFT so I am curious

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Aapl and msft propping up the markets

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MU: guided down NKE: guided down MSFT: warns dollar exposure FDX: guided down, recession incoming Analysts: SPX $220 eps next year 

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👏🏽BULLS👏🏽ARE👏🏽CRYING👏🏽 seriously tho 140p AAPL, 245p MSFT both start of 2023. Shits about to get spicy

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