{
  "generatedAt": "2026-10-22T16:04:11Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "weitz-investment-management",
  "name": "Weitz Investment Management",
  "role": null,
  "url": "https://deepstack.ltd/people/weitz-investment-management/",
  "api": "https://deepstack.ltd/api/v1/entities/people/weitz-investment-management.json",
  "summary": "Weitz Investment Management is named in 1 Part of The Buildout, most recently Part 17: The Guarantee Has No Date. Argued in Part 17 (The cash flows cover it).",
  "parts": [
    {
      "part": 17,
      "headline": "The Guarantee Has No Date",
      "url": "https://deepstack.ltd/stories/the-guarantee-has-no-date/"
    }
  ],
  "numbers": [],
  "mentions": [],
  "sides": [
    {
      "part": 17,
      "question": null,
      "side": "the-cash-flows-cover-it",
      "sideLabel": "The cash flows cover it",
      "claim": "Microsoft is viewed as a great business with strong cash flows, intelligent capital allocation, and massive intellectual property that existed before the AI boom, and is believed to be reasonably priced with the financial strength to withstand…",
      "date": null,
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/the-guarantee-has-no-date/",
      "sidesUrl": "https://deepstack.ltd/sides/the-guarantee-has-no-date/"
    },
    {
      "part": 17,
      "question": null,
      "side": "the-cash-flows-cover-it",
      "sideLabel": "The cash flows cover it",
      "claim": "Risks to Microsoft include premature capital spending on AI, delays in deploying data centers postponing profits, and the possibility that early enthusiasm for AI is not shared by the broader population.",
      "date": null,
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/the-guarantee-has-no-date/",
      "sidesUrl": "https://deepstack.ltd/sides/the-guarantee-has-no-date/"
    }
  ],
  "coverage": {
    "creators": 0,
    "claims": 152,
    "texts": 25,
    "asOf": "2026-10-22"
  },
  "lastUpdated": "2026-10-22"
}