Alex Morris - TSOH Returns
The Business Brew
Microsoft in 2016 at 20 or 25 Times Earnings?
I think what you're effectively saying about the beachfront real estate, or I'd say certain businesses and certain management teams, is that it's patently absurd based on the work you've done. You can completely reject that and sell Microsoft in 2016 at, you know, 20 or 25 times earnings as many traditional value investors did. And again, just to think that you would sell something like that was a good encapsulation of kind of how the business is positioned today.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
