Use the podcast player below to listen to our discussion on Microsoft and its Q2’23 result, which accompanies the detailed write-up below: (Date of report: 2 February 2023) From cloud to AI – the narrative at Microsoft has shifted, proving once again that the company sits at the forefront of global technology trends. When CEO Satya Nadella speaks, the market listens. As we revisit Microsoft after more than a year, the growth story has slowed and there are challenges in the business. The share price has cooled off significantly in line with the broader market. For patient capital, is this an…
