Microsoft’s performance has been disappointing compared to my previous review. Despite having strong revenue growth potential, I’m becoming increasingly pessimistic about the company’s future.
The main reason is the lack of significant improvement in its stock price. With a promising outlook for cloud capacity expansion, one would expect to see better returns on investment. However, Microsoft’s underperformance suggests that there may be more challenges ahead than initially thought.
I’ll continue to monitor the situation and update my assessment as needed.
Source: https://seekingalpha.com/article/4917877-microsoft-is-paying-too-much-in-capex-to-drive-revenue-growth