Microsoft: A Cultural Masterpiece
Edited by Brian Birnbaum. 1.0 Satya’s Secret Microsoft’s turnaround serves as a timeless blueprint for investors to spot world class companies and leaders in early stages. In pursuit of an edge over the market, I strive to understand companies more deeply than most market participants are willing to. As you may know, this has led me to identify culture as…
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2 years ago · 2 likes · Antonio Linares
Hi Antonio,
I'm still going through your MSFT deep dive and a question popped in my head...
What's your view on Bitcoin? (not crypto, bitcoin :-) )
I ask because you are a super long term investor and from my perspective, there is no better long term position as of today than BTC. I have learned to become a Bitcoin enthusiast (although still a newbie) and I am failing to find compelling "against" thesis.