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.
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3 comments:
msft is nowhere close to 14x ex-cash PE
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
Hi BF,
Just lucky on the timing there!
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