Motley Fool Money London Calling Microsoft
Dec 12, 2022
Jason Moser, a senior analyst at Motley Fool, discusses Microsoft's new deal with the London Stock Exchange and the transformative role of cloud services in business. He emphasizes that tools like Azure are becoming essential utilities. Meanwhile, Eddie Alterman, host of the 'Car Show' podcast, dives into the competitive landscape of the used car market, exploring how traditional brands like GM are adapting to compete with luxury automakers. The conversation highlights pricing trends, consumer habits, and the challenges of the electric vehicle transition.
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Microsoft and LSE: A Win-Win
- Microsoft's deal with the London Stock Exchange benefits both parties.
- The deal involves a $2.8 billion spend over ten years on cloud services, primarily Azure.
Cloud as Utility
- Cloud service providers are becoming the modern-day utilities.
- They are increasingly essential, like water, gas, or power companies.
Weber Grill's Short Public Run
- Weber Grill, taken private for $3.7 billion, illustrates investor mistakes.
- People love the product's durability, making repeat purchases unlikely.