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When Hewlett-Packard Co. is discussed in the media, it is portrayed as a PC company. On the surface, that makes sense: HP is the largest PC maker in the world, and personal computers are 30 percent of its revenue. But — and this is a very important but — PCs today represent only 10 percent of HP’s operating [...]
I sang love serenades to Microsoft in the December issue, but a few weeks ago we sold our shares of Microsoft. Because we believe the stock is undervalued, that decision was not easy. What changed? A very important part of my thesis was the success of Windows 8, an operating system that Microsoft made for both PCs and [...]
While attending Berkshire Hathaway’s annual meeting, I was interviewed by Matt Nesto of Yahoo! Breakout about Microsoft, EA, Facebook.
I am bored and exhausted. I am on my third cup of coffee, but my lack of excitement has not changed, as I am about to explain why the sleepiest, most boring stock in the universe—Microsoft Corp.—offers a very compelling r eward with very reasonable risk. Microsoft was the bright light in the tech firmament [...]
I am back! It was an amazing trip. It started with Warren Buffett’s Omaha. I flew into Omaha on Thursday morning, and a few hours later received a call from the CFA Society of Nebraska, asking me to give a talk to their members. Whitney Tilson and his partner Glen were supposed to do a [...]
Tuesday’s headline from the WSJ reads: “Microsoft Corp. (MSFT) to offer up to $1.25 billion in 3-year convertible notes.” The software company will use the sales proceeds to repay short-term debt. If it was any other company I’d ignore this headline as a daily noise as this kind of things happens all the time. But Microsoft [...]
I’ve received a few emails asking my thoughts on Microsoft’s (MSFT) quarter. Here is my take: this is probably the least meaningful quarter in the company’s recent history. MSFT is about to introduce Windows 7 (and a slew of other products.) If I were a corporate customer, I wouldn’t be buying Windows Vista now if [...]
My doctor said that my bad cholesterol is high, and of course my good cholesterol is low, and I’m too fat (well, actually the wife said that). So, instead of following the fine American tradition of supersizing my Big Mac with Lipitor, I’ve decided to take a slightly different route – I tweaked my diet: [...]
Call it the wishful thinking of the guy who owns stock, but the news flow from the company this week was excellent:Microsoft (MSFT) MSFT did something very uncharacteristic. It did not push back the release of Windows 7, which will be released on Oct. 22. Bing is excellent. I played with it for a couple [...]
When I think of Microsoft stock, images of Susan Boyle in “Britain’s Got Talent” come to mind. The Scottish woman appeared — middle aged, awkwardly dressed, unsure of herself, unattractive by conventional (stereotypical) standards — and expectations of her singing were in line with her appearance. As long as she did not fall off the [...]
I own Microsoft (MSFT) stock, and I do believe it is one of the steals of the century. But when I read that the code name for a phone, that is supposed to capture the days of glory from Apple’s (AAPL) iPhone, is “Pink,” I lose some of my faith in the company. I know it [...]
I was interviewed by Forbes in early October. I discussed my favorite “dotcom” portfolio of stocks, here is a link to the video.
I was interviewed by The Wall Street Transcript, here are some excerpts from the interview: Investing vs. speculating Let’s talk about financial stocks for a second, because I’m sure they are on investors’ minds right now. You want to be an investor rather than a speculator; at least I am talking about investing. If you [...]
I was interviewed by a super-smart and funny Kate Welling at Weeden & Co I am attaching the interview (link opens PDF). In the interview I am touching on several topics I’ve discussed in the past and some new ones (mentioning two new/old stocks too).
Herb Greenberg wrote a wonderful column and said something I’ve wanted to say for a long time, that blaming Bob Nardelli for the lackluster performance of Home Depot’s (HD) stock is just plain silly. Since Nardeli took over Home Depot in 2000, Home Depot’s earnings have grown at an amazing clip of 20% a year, revenues over 15%, net margins have increased [...]