Company mentioned on podcasts
Microsoft
Mentioned on 32 episodes by 3 guests across our covered podcasts.
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Who mentioned it
“GMO's model identified Microsoft as a buy in the 1990s by projecting return on equity and measuring how market dominance slows mean reversion.”
Mentioned on: Odd Lots“Altman gained conviction to secure massive compute at GPT-4, not GPT-3.5, when reasoning capabilities signaled the path to agents doing high-value economic work. Microsoft was the first yes after most cloud and chip partners refused.”
Mentioned on: Invest Like the Best with Patrick O'Shaughnessy“ASML second as the monopoly supplier of lithography equipment, followed by Google, Microsoft, and Amazon cloud divisions.”
Mentioned on: Investing for Beginners