Home
>
Topics
>
Microsoft

Top 25 Microsoft Articles on Substack

Latest Microsoft Articles











Microsoft: DCF Valuation

Microsoft is exceptional but the stock is no bargain. Here's why. - DCFriday #013
Date of Analysis: April 6 - 10, 2026
HatedMoats โˆ™ 21 LIKES โˆ™ 3 RESTACKS
Alex's avatar
Alex
โ€ข
Thanks for the read!
I believe the average price you put in the disclosure (280$) is not correct! (Or at least not coherent with your portfolio article ๐Ÿ˜‰)
Compounding Lab's avatar
Compounding Lab
โ€ข
My price target is 525 here, but that is based on average of DCF + EBITDA exit. DCF itself also shows more grounded 430.

Microsoft I (1975 - 1995)

The company that put a computer on every desk, invented the software business model, completely dominated every conceivable competitor and is still the second most valuable company in the world.
Kyle Westaway



Boycott Dispatch #6: Microsoft

The point of these boycotts is simple: change corporate behavior. And itโ€™s working.
Notes from the Apocalypse โˆ™ 10 LIKES โˆ™ 5 RESTACKS
Carolyn Rohm's avatar
Carolyn Rohm
โ€ข
Thanks to one or two of your earlier posts, Iโ€™m in the process of looking which products I use.
Oh my goodness. The is the gift that keeps on giving. And itโ€™s huge. And itโ€™s all connected, there are fishhooks everywhere. I keep reminding myself to breathe and take one little step at a time.
The People's Lantern's avatar
The People's Lantern
โ€ข
Man, I really want to leave LinkedIn, but my profession is HR and in house Recruiting. :/. They have a "recruiter seat" product that I can't really get around if I intend to go back to recruiting (un-employed presently - I took a long break for sanity...). If I end up changing careers I'll happily dump them! Yesterday I canceled MS Office since I was de-googling anyway. And of course, I permantly deleted Facebook. Man, if been taking me 3 days to fully de-google! It's an effing project, eh! ๐Ÿ˜‚


Microsoft just killed carbon removal

A bad day for the climate ecosystem
Paranoia is a healthy thing for early stage entrepreneurs. Every successful startup navigates a thousand near-death experiences on their way to financial inevitability. One of our favorite questions, when we meet founders in an investing capacity, is โ€œimagine itโ€™s five years from now and the company failed. Why did that happen?โ€ The best companies are cโ€ฆ
Chris and Nicole โˆ™ 2 LIKES โˆ™ 1 RESTACKS
Ana C. M. de Almeida, PhD's avatar
Ana C. M. de Almeida, PhD
โ€ข
Okay, I like paranoia to prevent business and environmental risk. I need to read this again as I am not informed enough. But until then, how is the EC supposed to reach NetZero if Microsoft really halts the Carbon market like this? I am puzzeled, and this conversation could be a very interesting class to educate a very large, and very engaged audience, including myself. Happy to hear follow ups. Warmest, Ana

Microsoft Defender Zero-Days Exploited

A security researcher has revealed two new zero-day vulnerabilities in Microsoft Defender, adding to a previously disclosed flaw earlier this month. These vulnerabilities pose significant risks as thโ€ฆ


How Microsoft Vaporized a Trillion Dollars

Inside the complacency and decisions that eroded trust in Azureโ€”from a former Azure Core engineer.
This is the first of a series of articles in which you will learn about what may be one of the silliest, most preventable, and most costly mishaps of the 21st century, where Microsoft all but lost OpenAI, its largest customer, and the trust of the US government.
Axel Rietschin โˆ™ 194 LIKES โˆ™ 13 RESTACKS
Kevin E Levin's avatar
Kevin E Levin
โ€ข
173 agents that nobody in the org could explain, that detail alone is a full case study in what organizational debt actually looks like at scale. The day-one meeting scene is striking because you clearly saw the problem before you even sat down. Following this series closely.
Stefan's avatar
Stefan
โ€ข
Lessons, will be learned no doubt, but i'm afraid they are almost guaranteed to be the wrong lessons. [insert aptly labeled "scroll of truth meme"
I doubt that senior leadership of any mega crop will ever see employees as more than numbers on a spreadsheet with only cost associated to them. The degree of sociopathy required to climb the corporate ladder that high doesn't allow it to be any other way.
Until there is some real competition and regulation out there to break the tech oligopoly and makes "value for customers" > "value for share holders" again, little will change


Standing ovation, Microsoft CDR purchasing team

Even the GOAT needs a rest from time to time
Heatmap news just reported that Microsoft has paused its future carbon removal purchasing efforts. Counterintuitively, advocates of CDR should celebrate this moment, in an admittedly bittersweet way.
Noah Deich โˆ™ 15 LIKES โˆ™ 3 RESTACKS
Ainee Athar's avatar
Ainee Athar
โ€ข
I'm not sure how they could have hit their goal given how uncertain some of the CDR technology is and how quickly their exposure to fossil fuels has exploded given all things data centers.
If these partners are early adopters and market shapers, it is a huge shock to the overall ecosystem to suddenly withdraw and say we did our part good luck with the rest - that would not be responsible stewardship at all, so truly hope hitting the goal is not a reason why.
I hope the team is re-evaluating climate strategy able to come back to purchases with something more timely when the overall political and economic headwinds change.
Chris's avatar
Chris
โ€ข
I have essentially the opposite analysis, as I think they just shanked the entire CDR market by ending their purchase program this quietly and suddenly, but deeply hope youโ€™re right and Iโ€™m wrong.

Microsoft just dismantled its HR department.

Plus: Oracle's 30K cuts, a widening pay gap, and a court ruling every HR leader should know about.
If the labor market had a mood right now, itโ€™d be cautious. Oracle just cut 30,000 jobs. Unilever hit pause on global hiring. Job openings dipped again in February. And somewhere in between all that, Microsoft quietly blew up its entire HR department to make room for AI.
Team HR Circle โˆ™ 15 LIKES



How OpenClaw Could Transform Microsoft 365 Copilot

Microsoft is all-in on the agentic era. Its latest bet? An open-source AI agent framework built by a solo developer that took the tech world by storm.
This story originally appeared in the April 11 issue of The AI Economy on LinkedIn. Read the full issue here.
Ken Yeung โˆ™ 1 LIKES