This is a PROPER deep dive, Antonio. I am so bored of people lecturing me about valuation without knowing more than me on the subject! You hardly talk about valuation and you go to the core of what you see as the issue. Same for Palantir, same for Tesla. It does not matter if I agree with you or not, I see the stocks for a different perspective, and I value your work highly as a result.
Great work Antonio. Interesting to see how MSFT has successfully managed seemingly disconnected businesses with cohesion, while many others fail at this endeavor. A lot of it seems owed to Culture, Organizational Structure and Satya's vision
Microsoft: A Cultural Masterpiece
This is a PROPER deep dive, Antonio. I am so bored of people lecturing me about valuation without knowing more than me on the subject! You hardly talk about valuation and you go to the core of what you see as the issue. Same for Palantir, same for Tesla. It does not matter if I agree with you or not, I see the stocks for a different perspective, and I value your work highly as a result.
Great work Antonio. Interesting to see how MSFT has successfully managed seemingly disconnected businesses with cohesion, while many others fail at this endeavor. A lot of it seems owed to Culture, Organizational Structure and Satya's vision
Really good job with this deep dive... the MSFT story arc is worthy of its own semester at a B school