Is Microsoft a great business or a bad investment? The truth revealed.

2 Apr 2026 · 1 min

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David Trainer argues Microsoft is an excellent business with strong economic earnings, but the stock itself isn't attractive at current prices. He addresses the gap between how good the company is and whether it's a good buy right now.

Chapters

Last one, Microsoft, MSFT. Good company, not such a good stock. Trust me, love this business. You got really high economic earnings, not super stock material, obviously not super stock material because it gets a neutral rating. But yeah, it's— gosh, what a great business. And some of our clients, it's been a great holding for them. David, I don't like that you don't have an attractive rating. I'm like, hey, but you know what, you like how it's performed so well. So look, you can't have your cake and eat it too. A lot of our corporate clients are like, get upset. Oh, why don't you have an attractive rating? Like, you don't want your stock to have an attractive rating if you're a company.