Appreciating Microsoft’s ‘Trojan Horse’ Strategy For Success


  • My thesis for Microsoft is centered on its unstated but evident strategy akin to the Trojan Horse method of incursion into the Enterprise segment.
  • From the advent of the PC to the ongoing AI narrative, Microsoft’s footprint reveals recurring revenues as its primary focus.
  • In terms of valuation, this cannot be called an expensive stock by any measure.
  • The best part is that these recurring revenues mitigate a lot of the risk of owning the stock for generations.
Giant Trojan Horse replica

4×6/E+ via Getty Images

Not too many years ago, equities of the largest companies in the world were considered to be neither value stocks nor growth stocks. You couldn’t get them cheap, and you couldn’t really get phenomenal growth, either. They were stable blue chips that typically paid a

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