Capitalist Letters

Capitalist Letters

Microsoft: Undervalued & Undisruptable!

Sometimes the best opportunities hide in plain sight. Microsoft is one of them.

Oguz Erkan's avatar
Oguz Erkan
Jul 05, 2026
∙ Paid

Chris Hohn once said: “Good companies are likely to remain good, and bad companies are just bad.”

Look at other successful investors, and you’ll see they have said similar things.

  • Terry Smith: “Good businesses tend to stay good, bad businesses tend to stay bad.”

  • Warren Buffett: “Time is a friend to a good business and an enemy to a bad one.”

  • Pulak Purasad:

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