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MSFT
To whom much is given, much is expected.  These words exemplify the reign of Steve Ballmer who took over one of the finest companies in the world at its peak.  Over the last decade, Microsoft has more than doubled its earnings, but this was largely due to its entrenched Windows and Office franchises.  Ballmer allowed...
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One of the hardest things to evaluate when investing in businesses is how management will allocate capital.  The best thing to do is look at management’s historical track record, but there is no perfect way to measure things.  Great capital allocation can make an average business a great investment if bought at the right price....
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The article below provides an interesting glimpse, comparing today’s Nasdaq to the bubble of the late 1990’s.  There is no doubt that conditions in the index aren’t anything near as frothy as during that period, particularly for the “old” technology stocks such as Cisco (CSCO), Microsoft (MSFT) and Intel (INTC).  Even newer stocks that are...
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Here is Tim Travis’ research report on Microsoft Corporation (MSFT) on Apr 23rd 2013.   http://seekingalpha.com/article/1361651-barbarians-at-the-gate-for-microsoft-but-history-will-not-repeat
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Here is Tim Travis’ research report on Microsoft Corporation (MSFT) on Mar 25th 2013.   http://seekingalpha.com/article/1298681-microsoft-is-far-too-cheap-to-ignore-any-longer
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Here is Tim Travis’ research report on Microsoft Corporation (MSFT) on Jan 23rd 2013.   http://seekingalpha.com/article/1127631-microsofts-capital-allocation-may-be-getting-better-but-still-really-bad
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Here is Tim Travis’ research report on Microsoft Corporation (MSFT) on Nov 30th 2012. http://seekingalpha.com/article/1037861-buy-microsoft-while-uncertainty-is-at-its-peak
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Here is Tim Travis’ research report on Microsoft Corporation (MSFT) on Nov 19th 2012.   http://seekingalpha.com/article/1019181-how-microsoft-can-win
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Below is a link to our most recent article on Microsoft.  The purpose of the article is to foster discussion and thinking in to how Microsoft, which we view as an attractive stock at current prices, could position itself to win.  Winning is rather subjective, but I believe the company has the potential to be...
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The WSJ has an interesting article on the high stakes that Microsoft has in terms of Windows 8.  It appears that this version is going to be substantially different, which should offer significant risks and reward potential.  I believe there is a large market for non-Apple operating systems and Windows should be well positioned to...
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