By Yahoo Finance Video
Publication Date: 2026-04-08 12:07:00
00:00 Josh
Where are there opportunities within software? If you look at just Barron’s stock picks over the last month, we came out and said we’d be buyers of Okta here. We’d be buyers of Microsoft at these levels. I mean, our cover story a couple weeks ago was Microsoft simply, honestly, off a a basis of its valuation is at its lowest compared to the S&P 500 in 10 years, right?
00:20 Speaker B
100%.
00:20 Josh
And do you think Microsoft is really going away in this software sell off? Again, a long-term investing perspective, right? Not a trade.
00:27 Speaker B
Right. No, I don’t think Microsoft is going away in the next 5 to 10 years.
00:29 Josh
It’s down 36%
00:30 Speaker B
off its high. It’s down 20% year to date, but 36% off its high.
00:35 Josh
Right.
00:36 Speaker B
And I agree with you. I think it’s a screaming, I think it’s a screaming buy.
00:40 Josh
And what we’re trying to…
