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Mar 1, 2023Liked by Antonio Linares

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.

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Mar 1, 2023Liked by Antonio Linares

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

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Really good job with this deep dive... the MSFT story arc is worthy of its own semester at a B school

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