Voices on Microsoft
Why people invest, in their words, next to the SEC numbers.
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
3 of 56 Voices · Deutsch
MSFTBill AckmanInvestorAug 12, 2026Invests
Our summary: Pershing's Q2 2026 letter argues M365 is far more resilient to AI disruption than point solutions and that Azure's capex is prudent, supporting high-teens long-term earnings growth.
“far more resilient to AI disruption than point solution software”
Pershing Square letter ›
Details ⓘ
- Speaker
- Bill Ackman, Pershing Square
- Role
- Investor
- Source
- Pershing Square
- Format
- Fund letter
- Date
- Aug 12, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Aug 12, 2026; the view may have changed.
MSFTDan NilesInvestorJul 10, 2026Skeptical
Our summary: Niles said Microsoft is not a compelling investment because it lacks its own leading large language model and depends on OpenAI, and flagged AI disintermediation of software spend; he prefers names like Meta.
“I don't think Microsoft's a compelling investment for one reason”
Yahoo Finance interview ›
Details ⓘ
- Speaker
- Dan Niles, Niles Investment Management
- Role
- Investor
- Source
- Yahoo Finance
- Format
- TV interview
- Date
- Jul 10, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jul 10, 2026; the view may have changed.
MSFTBill AckmanInvestorMay 15, 2026Invests
Our summary: Ackman disclosed a new Microsoft position built after the post-earnings sell-off, arguing investors are overly worried about its AI position and Azure growth and that he bought at about 21x forward earnings.
“We were able to establish our position at a valuation of 21 times forward earnings”
CNBC article ›
Details ⓘ
- Speaker
- Bill Ackman, Pershing Square
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- May 15, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on May 15, 2026; the view may have changed.
Correction or removal request: hello@hollsteen.com · never used for numbers or citations.