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What Makes Microsoft Corporation (MSFT) a Strong Long-Term Bet?

What Makes Microsoft Corporation (MSFT) a Strong Long-Term Bet?

Investment management company Vulcan Value Partners recently released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The firm focuses on improving long-term returns and lowering risk over short-term results. In the quarter, the Large Cap Composite (Net) returned -14.1%, the Small Cap Composite (Net) returned -6.8%, the Focus Composite (Net) returned -19.1%, [...]

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