There was once a time in which I viewed Microsoft (NASDAQ: MSFT ) to be a potentially overhyped name in software, with a subpar product suite benefiting mainly from name brand and a wide portfolio. TheJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add an additional layer to the conventi ...