Wednesday, May 29, 2013

On Selling Microsoft

A few years ago, I recommended Microsoft (MSFT) as a potential value investment. Since then, this cash cow has continued to generate enormous returns on its capital. But two unrelated developments now make it a 'sell' candidate in my opinion. Read more...

3 comments:

  1. AnonymousMay 29, 2013 at 2:15 PM

    msft is nowhere close to 14x ex-cash PE

    ReplyDelete
  2. AnonymousJuly 19, 2013 at 2:56 PM

    Saj, I suspect you're tempted to sip champagne while reading Microsoft's recent earnings report :)

    Congrats on the timing of your exit.

    Cheers,
    Big fan

    ReplyDelete
  3. Saj KarsanJuly 19, 2013 at 10:59 PM

    Hi BF,

    Just lucky on the timing there!

    ReplyDelete