I recently realized that my deep dive into the MSFT thesis was missing its audio companion. As you know, I love compressing my research into audio format so you can consume it on the go.
Today, I’m making both the complete written investment thesis and the attached podcast version entirely free.
See the full research document here.
A quick note on timing: This is based on research originally published on February 3, 2026. While it’s not brand new, the structural trends and core fundamentals analyzed here are still essential for understanding the bigger picture of where Microsoft is headed.
Enjoy the listen!
