So Ackman buys Microsoft…
I know the picks and shovels plays of the AI buildout are getting all the attention, but it does feel like you could open a brokerage account…Buy $Meta Platforms(META.US) and $Microsoft(MSFT.US)…And just not look at it for the next few years and be fine. These companies are trading at historic discounts due to “Meta cannot do anything other than Ads” and “Microsoft is a software play so software should go down.”They will not provide the same short term alpha but these are two of the greatest companies on the planet…doesn’t feel that scary taking a shot on them here.Source: amit
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