Microsoft is one of my favorite companies. It has a solid track free cash flow generation, decent growth and almost no debt on its balance on its sheets. And best of all, its trading at a ridiculously low valuation over fears that its lagging behind in the technology industry.
Look here if you want a great presentation by Whitney Tilson on Microsoft:
Whitney Tilson Presentation on Microsoft
While I agree that some of the criticism of Microsoft is valid, people seem to be forgetting that Microsoft has an incredible franchise with Offices and Windows. I won’t go into the details (you can find it in the presentation) but suffice to say, I feel that Microsoft is trading at an attractive valuation relative to its current performance.
Let’s look at the fundamentals of the company:
Despite all the negative flak, Microsoft has been growing its bottom line really well over ...
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