Wrapping up this week’s look at why Microsoft’s business has grown while its stock price has not, CJ sent along the story of how Mike Kavis worked for one year without Microsoft products in a Microsoft office environment. He has “not used a single Microsoft product at work. It has been one year now and […]
Tag Archives: MSFT
Van Knapp’s Take On Microsoft
Continuing our recent look at why Microsoft has grown its business but not its stock price under Steve Ballmer’s leadership, here’s an installment from Dave Van Knapp of SensibleStocks.com: After I read your article on Ballmer, and your readers’ responses to it, I looked up MSFT’s numbers…revenue growth, profit growth, P/E, all the usual stuff. […]
Can Microsoft’s R&D Efforts Save It?
Jack is back with further commentary on Microsoft. For background, read the most recent two articles under the MSFT label. Here’s Jack on the free cash flow margin of safety: From Reuters, we find that Microsoft has produced: 12.50% 5-year avg revenue growth24.16% 5-year avg earnings growth20.26% 5-year avg ROE The interesting thing is that […]
Further Evaluation of Steve Ballmer
Last Friday’s article on Steve Ballmer being bad for Microsoft generated a lot of reader commentary. Jack wrote: I disagree with your position on Ballmer. The reasons being: Ballmer took control over Microsoft whilst it was at a huge premium to intrinsic value. Despite improving value of the business it was not enough to substantiate […]
Ballmer Is Bad For Microsoft
The Wall Street Journal ran a nice article on Microsoft’s Bill Gates and Steve Ballmer yesterday. It was offered as a backdrop to the further departure of Mr. Gates on June 27 from his already reduced role at the company. The article, like many others on Microsoft, never asks the hard question that’s central to […]
