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...


Anonymous said...

msft is nowhere close to 14x ex-cash PE

Anonymous said...

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

Congrats on the timing of your exit.

Big fan

Saj Karsan said...

Hi BF,

Just lucky on the timing there!