How The Intrinsic Value Podcast’s view on $MSFT changed

2026-08-20

“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”

MSFT is S-tier long-term (10 years) for quality/entrenchment, but B-tier short-term for valuation due to uncertain ROI on heavy AI capex.

Well, we got a request to do Microsoft next. So, how about we do that? Um I think even last time we talked a bit about Microsoft. Uh just when we cover the MX7 to me it's like the one Mac 7 company where I feel like I I just don't have a strong opinion like it probably if I would look at Amazon I have a pretty strong opinion if I look at you know Google or Alphabet I have a strong opinion not so much the case for Microsoft

Watch the source33:13

2026-08-13

“Ranking Mag7 Companies and AI Stocks”

Microsoft is rated B/C tier due to 'good enough' software quality and lower perceived long-term upside compared to peers, despite strong distribution advantages.

So, what we'll do today, um, we have a tier list prepared. We actually have two tier lists. So, for one, we will talk about um the max 7 companies as you can see here. Plus, we have some extras.

So, we will talk about the Max 7s like you know, Meta, Google, Microsoft, those those sorts of companies.

Watch the source00:38

2026-08-01Bullish

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