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SELL · MSFT

Sell MSFT by Oct 4, 2026.

F
Firm_Rich_8794reddit
via r/ValueInvesting
· Published Jul 6, 2026 10:55 · Valid until Oct 4, 2026 · ACTIVE
Entry
$385.97
Now
$397.07 +2.9%
Target
Score
I estimated FY36 FCF of big tech (MSFT in this case) and what it would take for Microsoft to deliver given my desired rate of return to be 12%. It is working backwards to see what market cap makes sense from FY36 FCF. Grill me on my assumptions as I'm an amateur trying my best to make sense of the data but man do I see 50-60% drawdowns for them to make value investors thirst over these companies. * **Market …
— ORIGINAL POST · Microsoft Reverse DCF · r/ValueInvesting · Jul 6, 2026