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Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

Focused Compounding

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I Think It's a Good Acquisition for Microsoft?

It's a hundred, 15 billion dollar market cap and treading 53 times earnings. If they get it for 68 point seven billion, sounds like you think that would be a pretty good acquisition for microsoft,. price wise. So itt helps diversify micrasos business. Um, i don't know whit's the best use of microsos cash and stuff like that. But now i'll gro to bargains. It's amazing business. Amazing business. Great business. And makrasov tried to create a business like this, and mikrasof failed. The odds the peoplejut aren't very in favour of doing this... Anyway, just it's worth this

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