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MSFTBULLISHSubstantive discussion · 3/5

Microsoft sell-off framed as valuation disconnect

The steep sell-off in Microsoft was described as an overdone derisking event that creates an attractive opportunity relative to defensive staples.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
MSFT: Microsoft sell-off framed as valuation disconnect · Zortix