1. Anheuser-Busch InBev's stock performance has been a disaster for shareholders in recent years; 2. The S&P 500 appreciated by more than 80% during the same period, while the consumer staples sector as a whole had a lower return; 3. The author maintains a 'Sell' rating on the stock for several years but is now optimistic about BUD's potential for satisfactory shareholder returns.

1. Microsoft's 365 offerings and ChatGPT form a foundational ecosystem for future AI advancements; 2. Microsoft Copilot Studio and AI agents enhance productivity and efficiency; 3. Microsoft's AI infrastructure investments are crucial for long-term dominance.

1. Digital Turbine's revenue, margins, and interest payments continue to decline. 2. The company's stock appears cheap, but historical estimates have been overly optimistic. 3. Management offers no clear plans for a turnaround, suggesting continued caution.