Biden's Withdrawal and Limits of Gaslighting, The CrowdStrike Crash, Munger and Franklin, Steve Jobs in 1983, Microsoft deep dive, Marks on risk, Luca Delanna on ergodicity, Guadalcanal ...

Berkshire Hathaway Energy, John Neff and Peter Lynch on investing, Charlie Munger on parenting, Damodaran on key person risk, Microsoft's IPO, Howard Marks and Annie Duke on risk ...

Writing down the rationale for investment decisions is a prerequisite for success. This articles explores lessons I learned dating back to 2009 ...

Fortune Cookies, FTC vs. Microsoft, AI and Education, A Meaningful Life, Flow States, Howard Marks, Tom Gayner, Warren Buffett ...

Volcker and Buffett on Inflation, Is Meta cheap?, Bernanke's Nobel, Painful times for housing, Revolutionary technologies, The right heroes ...

Microsoft's Future, Ackman's Triumph, Benjamin Graham, Jon Stewart Interviews Thomas Hoenig ...

Microsoft reported a solid fiscal second quarter on Thursday with revenue and earnings that were generally above consensus estimates. However, concerns over relatively tepid growth in the Windows segment overshadowed positive results elsewhere in the eyes of market participants leading ...

We have outlined the bullish case for Microsoft based on the depressed valuation of the shares, positive recent financial results, and expected strong results this fiscal year due to a corporate refresh cycle that will take advantage of Windows 7 ...

Microsoft shares were sharply higher in late trading today after Bloomberg reported that the company is planning to sell debt this year to pay for dividends and share repurchases. Why would a company with nearly $37 billion in cash on ...

Few examples in stock market history more clearly illustrate the risks of buying into "hopes and dreams" than the technology bubble of the late 1990s and early 2000s. Companies with no earnings and nonsensical business plans eventually ceased to exist ...

Microsoft announced a global beta of Microsoft Dynamics CRM 2011 today and appears to be heavily promoting the cloud capabilities of the new version. In our recent article presenting the investment case for Microsoft, we pointed out that cloud computing ...

One year is a relatively short period of time but represents an eternity when evaluating the products offered in the nascent market for electronic reading devices. One year ago, there was much excitement regarding the potential for the Kindle DX ...

In a wide ranging discussion this morning on CNBC, Whitney Tilson provides his views regarding the overall valuation of large capitalization stocks compared to bonds and comments on several specific companies including Johnson & Johnson, Microsoft, and Berkshire Hathaway. We ...

At the turn of the century, few observers could have possibly foreseen that Microsoft would become a favorite bargain purchase for value investors in 2010. The dot com boom was in the process of peaking and any company even vaguely ...

When Bill Gates promoted Steve Ballmer to the chief executive position at Microsoft over ten years ago, the company was flying high in terms of investor perceptions and had a cutting edge image placing it at the forefront of America's ...

Value Line Investment Survey is one of the best ways to gain exposure to a large number of companies in an efficient manner. Value Line provides stock screening tools but the strength of the service is in the information packed ...

Apple has overtaken Microsoft to claim the number two spot in the ranking of American companies as measured by market capitalization. At $222 billion, Apple only trails Exxon Mobil which has a $279 billion market cap. Microsoft's market capitalization fell ...

As investors, most of us rely heavily on professional journalists who are paid to uncover breaking stories on the economy and individual companies. In addition to reading direct sources of information on companies, access to quality journalism can often influence ...

Microsoft and Yahoo! entered into a landmark search deal in late July and many observers credited Steve Ballmer with a major strategic victory, particularly given the richer terms of his prior offers to acquire Yahoo! in early 2008. While the ...

The buzz in technology and investment circles over the past few days has centered on analyzing the economic and technological implications of Microsoft's search deal with Yahoo!. While both Microsoft CEO Steve Ballmer and Yahoo! CEO Carol Bartz claim that ...