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Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) 🕵️♂️🩻
Liberty's Highlights
Microsoft Gained $500 Billion Market Cap in the Last Four Months
When Bulmer came in, total revenue for Microsoft was about $23 billion. When he left, it was almost $87 billion. Cropa was pretty nice and the margin compressed. They had a bunch of new challenges and they did some stupid stuff,. But it was still over 30% a bit margins.
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