28 Jan 2011 For more background on the investment thesis for Microsoft, please read our article from August 2010. Fear of Tablets Overshadows Positive 23 Apr 2019 It's also a stunning announcement that my investment thesis on Canopy is correct – that the company can use its massive market capitalization and the guidance and close collaboration of Microsoft, Out Leadership, Social Justice Fund depending on data, methodology, and investment thesis, so. 16 Jul 2019 Ensemble Capital's Updated Investment Thesis on Alphabet was of Microsoft and today they are the most valuable company in the world. This work has become foundational to our investment thesis at Las Olas VC ( excluding Amazon and Microsoft) captured over $700Bn of enterprise value with Kind of like if Microsoft would not allow Windows users to go to Google and only use Bing instead. If you don't, then I think the Tesla cut is still
25 Jan 2019 Microsoft shares were up 1.3% to $107.61 in Friday morning trading. The Back Story: Microsoft was the best-performing tech stock in the Dow His survey of chief information officers supports his thesis that Microsoft will continue to take Insurance & Risk Assessment, Investment Banking, IT Operations
25 Feb 2020 Investment Thesis. Microsoft (MSFT) is a very strong, high-quality compounder that's being cheaply valued. Last month, I noted why I had 19 Jul 2019 Probably most important to the investment thesis is the performance of Microsoft's flagship cloud platform, Azure, along with the company's key 25 Jan 2019 Microsoft shares were up 1.3% to $107.61 in Friday morning trading. The Back Story: Microsoft was the best-performing tech stock in the Dow His survey of chief information officers supports his thesis that Microsoft will continue to take Insurance & Risk Assessment, Investment Banking, IT Operations 31 Oct 2019 Long-Term Investors Should Consider Buying Microsoft Stock on Every Dip A recent thesis by Jacob Paul Warner published at University of 2 Dec 2019 So even if Microsoft is at an all-time high, it still makes sense to own it. But the tricky part is to know if it is a good time to invest in MSFT or not. change the direction of the stock for as long as the thesis remains unchanged. 4 Apr 2018 Nonetheless, I disagree with their investment thesis. Microsoft is a resourceful company and saw PC sales headwinds coming at them a while
makes a parallel argument, outlining his belief that investments following the prevailing groupthink of today will underperform other areas - such as emerging markets and commodities - over the next decade. Louis’ investment thesis for the 2020s is bold and likely at odds with anyone who has been lulled into the idea that cycles are antiquated.
25 Feb 2020 Investment Thesis. Microsoft (MSFT) is a very strong, high-quality compounder that's being cheaply valued. Last month, I noted why I had 19 Jul 2019 Probably most important to the investment thesis is the performance of Microsoft's flagship cloud platform, Azure, along with the company's key 25 Jan 2019 Microsoft shares were up 1.3% to $107.61 in Friday morning trading. The Back Story: Microsoft was the best-performing tech stock in the Dow His survey of chief information officers supports his thesis that Microsoft will continue to take Insurance & Risk Assessment, Investment Banking, IT Operations 31 Oct 2019 Long-Term Investors Should Consider Buying Microsoft Stock on Every Dip A recent thesis by Jacob Paul Warner published at University of 2 Dec 2019 So even if Microsoft is at an all-time high, it still makes sense to own it. But the tricky part is to know if it is a good time to invest in MSFT or not. change the direction of the stock for as long as the thesis remains unchanged. 4 Apr 2018 Nonetheless, I disagree with their investment thesis. Microsoft is a resourceful company and saw PC sales headwinds coming at them a while 2 days ago Get the investment thesis that bagged our subscribers 25% returns it appears that Microsoft's servers could not handle the explosion in usage
31 May 2016 New focus for Microsoft Ventures, aims at startup investments, and leverage the transition to the cloud is key to our investment thesis.
25 Feb 2020 Investment Thesis. Microsoft (MSFT) is a very strong, high-quality compounder that's being cheaply valued. Last month, I noted why I had 19 Jul 2019 Probably most important to the investment thesis is the performance of Microsoft's flagship cloud platform, Azure, along with the company's key 25 Jan 2019 Microsoft shares were up 1.3% to $107.61 in Friday morning trading. The Back Story: Microsoft was the best-performing tech stock in the Dow His survey of chief information officers supports his thesis that Microsoft will continue to take Insurance & Risk Assessment, Investment Banking, IT Operations 31 Oct 2019 Long-Term Investors Should Consider Buying Microsoft Stock on Every Dip A recent thesis by Jacob Paul Warner published at University of 2 Dec 2019 So even if Microsoft is at an all-time high, it still makes sense to own it. But the tricky part is to know if it is a good time to invest in MSFT or not. change the direction of the stock for as long as the thesis remains unchanged. 4 Apr 2018 Nonetheless, I disagree with their investment thesis. Microsoft is a resourceful company and saw PC sales headwinds coming at them a while 2 days ago Get the investment thesis that bagged our subscribers 25% returns it appears that Microsoft's servers could not handle the explosion in usage
Louis’ investment thesis for the 2020s is bold and likely at odds with anyone who has been lulled into the idea that cycles are antiquated.
Microsoft acquisitions: Its biggest hits and misses. Microsoft has spent a fortune snatching up other companies, and just dropped a cool $7.2 billion on Nokia's phone unit. Here's a look back on the company's biggest hits and misses in the risky acquisition game.