Defining Global Quality
Quality investing is synonymous with owning the world’s best businesses. But what does a Global Quality fund actually look like, and have they...
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Microsoft (MSFT US) - Tangible ROI Increasingly Evident
Revenue rose 18% YoY to US$90.0bn (3QFY26: +18% YoY), 3% above both our forecast and Visible Alpha (VA) consensus, driven by better-than-expected...
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Microsoft: Cloud and AI Revenue Accelerating, Capex Will Increase in FY27
​Microsoft's Azure revenue continues to soar, surpassing $100bn annual revenue in FY26 with 43% YoY growth. Commercial RPO also sees a significant...
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This Week in AI (Sep 20-26): Opus 5.5 and GPT-6 Launch Cheaper; Data Center IPO Delays
This week in AI: Anthropic and OpenAI cut frontier-model costs, Grok 4.7 entered major coding channels, and financing stress hit infrastructure.
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Microsoft Corp (MSFT US): Synthetic Expert Call Transcript (21 Jul 2026)
Sales compensation structures have shifted decisively from booking commitments (MACC) to actual consumption (ACR), creating significant friction...
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