Part 3/8:
Though seemingly mundane, ADP is a leader in payroll and HR software with a loyal client base. The company's consistent cash flow and margin expansion make it an S tier choice.
Microsoft (S Tier)
Microsoft stands out due to its expansive reach across cloud computing, productivity software, and AI integration. With a solid balance sheet and robust dividend growth, it is considered integral to global business infrastructure.
Alphabet (S Tier)
The creator praises Alphabet as an advertising juggernaut with enormous potential due to its diverse portfolio, including YouTube and Google Cloud. Its ongoing innovation and double-digit revenue growth secure its spot in the S tier.