18 Investment write-ups to look at
Fresh batch of company write-ups from Substack authors, all published within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Long Term Pick** on [**Microsoft Corporation**](https://longtermpick.com/p/microsoft-analysis-2026) (🇺🇸 MSFT US - US$3.4tn) Azure crossed …