Microsoft: The Least Worst Option

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Right. Microsoft. Let’s be honest, ‘holding forever’ is what you say when you’ve made a decision and can’t quite face admitting it might have been… optimistic. It’s one of my biggest holdings, which, frankly, is less a testament to my genius and more a reflection of my inability to cut my losses. The recent dip – nearly 10% on January 29th, did you notice? – was… bracing. But look, a sale? A little discount on a behemoth? I’ll take it. I’ll pretend it’s strategic. I’m adding to it, naturally. Because doubling down is always the answer, isn’t it?

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The reason I’m… committed to Microsoft long-term isn’t because I believe in tech innovation or the boundless potential of the digital age. It’s because it’s boringly, reliably embedded in the soul of corporate life. Globally. And that, my friends, is a beautiful thing. From a purely selfish investment perspective, of course.

Excel, Outlook, Teams… they’re not tools, they’re shackles. Companies are addicted. They need them to function, to justify meetings that could have been emails, to track metrics no one actually cares about. Azure? It’s just a very expensive way to store things. And Windows? Don’t even get me started. It’s the digital equivalent of beige paint. No one’s thrilled, but everyone accepts it.

Here’s the thing about tech companies chasing consumer trends: people are fickle. They’ll switch to whatever shiny new app promises instant gratification. But businesses? They’re driven by inertia and fear of disruption. They’ll keep paying for the same clunky, overpriced software because the thought of actually changing something is terrifying. It’s easier to cling to the familiar, even if it’s slowly bleeding them dry. You can hold onto a cracked smartphone for another year, but try telling a CFO they can just cancel their cloud service. See how far that gets you.

Microsoft’s ecosystem is… well, it’s a trap. A very lucrative trap, admittedly. And short of a meteor strike or a truly disruptive innovation – which, let’s be real, rarely happens – it’s going to stay that way. So, I’ll keep adding to my position. Not because I’m optimistic, but because I’ve already invested so much, admitting it was a mistake feels… excessive. It’s a terrible reason, I know. But hey, we all have our flaws.

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2026-02-04 18:02