- Entry
- $385.97
- Now
- $398.00 +3.1%
- Target
- —
- Score
- —
for disclosure, Microsoft is my largest single stock position, and I have been buying into it, much like many, because it is a staple name that is deeply embedded in so many industries within tech and software, and seems to be priced inconsitently with its value. However recently my view has shifted and I am cosidering an alternate eperspective: **The diworsification risk** Look at what just happened in the last 48 hours: Microsoft launched Frontier Company, a $2.5 billion enterprise …
— ORIGINAL POST ·
Microsoft might not be the value play everyone keeps calling
· r/ValueInvesting
· Jul 3, 2026