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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Software as a Service Gems
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Author: MisterFungi ✭  😊 😞
Number: of 61 
Subject: Azure forecast growth
Date: 01/25/23 12:46 PM
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In its quarterly earnings call yesterday, Microsoft guided for continued slowing of Cloud (Azure) revenue growth in the current quarter. So, continued cloudiness likely for SaaS stocks, at least until we hear from some of the leaders (e.g., SNOW) directly.

Meantime, I'll be heading out to paddle my outrigger canoe in Waikiki. Gotta keep stuff in perspective. Aloha. :-)
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