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Tag: Microsoft

Investing

Microsoft: Is OpenAI an Asset or a Liability?

Thomas Chua
by Thomas Chua
June 19, 2026
0
Transcript

Transcript: Fundsmith Annual Shareholders’ Meeting February 2026

Thomas Chua
by Thomas Chua
March 22, 2026
0
Investing

Microsoft Q2 FY26 Earnings: Strong Results, OpenAI Concentration Risk

Thomas Chua
by Thomas Chua
February 1, 2026
0
Investing

Stocks that I’m selling, trimming, or holding. And why.

Thomas Chua
by Thomas Chua
October 31, 2024
0
Investing

Microsoft: Applying AI at Scale

Thomas Chua
by Thomas Chua
February 22, 2024
0
Investing

Earnings Update: Microsoft 4Q23, Alphabet 2Q23 and Netflix 2Q23

Thomas Chua
by Thomas Chua
July 27, 2023
0
Investing

Microsoft Q3 2023: Firing on all cylinders (almost)

Thomas Chua
by Thomas Chua
April 27, 2023
0
Investing

Is Google suffering from innovator’s dilemma?

Thomas Chua
by Thomas Chua
February 12, 2023
1
Investing

Microsoft Research Report

Thomas Chua
by Thomas Chua
October 13, 2022
0

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