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Microsoft Stock at Its Cheapest in 10 Years – Buy Now?

The German Value Investor analyzes Microsoft's stock, noting its recent price drop has made its PE ratio historically cheap, especially when considering projected earnings. Despite significant investments in AI and data centers creating short-term uncertainty and a high price-to-free cash flow ratio, the company's strong fundamentals, economic moat, net cash position, and consistent growth in revenue and profit suggest a potential for significant long-term returns. However, consistent insider selling and a still-high P/FCF ratio are noted as counterarguments.