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rsp1984

Post COVID the world economy is no longer growing, so stocks of companies that do grow are at a premium now.

I think prices today are to some extend inflated by government action. But it is hard to tell by how much, since also the global economy will grow again very soon. And if anyone benefits from more digitization and remote work it is MSFT.

Also for MSFT specifically, I think the company is in a very good spot right now with its cloud business, gaming and office, developer and productivity software

I suspect MSFT is reaping a huge gain from the combination of business tooling (office, applicaitons, infrastructure), cloud-hosted environments and high-touch customer management. With all those workers remote, companies have huge IT workloads to support them. Would you rather be calling your MS rep these days or trying to find a human at Google?

Let's not forget about the Xbox gamers working from home that are secretly playing games during boring meetings.

That makes a lot of sense.

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