Seneca’s words that “time discovers truth” apply to the stock market, where long-term stock prices will reflect a company’s true intrinsic value, but in the short term the pricing is unpredictable.
Tag:
Microsoft
In this article I don’t discuss Apple’s valuation, balance sheet, or financials. I covered these topics in great detail in these articles a few months ago (Part 1: Psychology and…
Microsoft needs a new CEO who is an outsider and not entangled in internal politics. It is in desperate need of a Lou Gerstner-like leader
Когда Hewlett-Packard Co. обсуждается в средствах массовой информации, она изображается как компьютерная компания. На первый взгляд, это имеет смысл: HP является крупнейшим производителем ПК в мире, а персональные компьютеры приносят…
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.…
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,…
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…
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.…
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…