lcva2 Intro & Thesis It's been almost a year since I initiated my coverage of Microsoft (NASDAQ:MSFT) (NEOE:MSFT:CA). Since then, the stock has appreciated by 29.3%, just 4% shy of the S&P 500's return of 33%. Usually, I prefer not to post quarterly updates for companies that get a lot of coverage, such as MSFT because seeking alpha analysts do a good job of analyzing the quarterly results. But I feel now is the right time to post an update regarding my investment thesis given the recent FY2024 results, ...