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ValueAct's original thesis for $MSFT. $1.6 Bn invested in 2013 at $28.29, with a pretty simple thesis. Note how negatively the company was perceived at the time - the best investments of the next 10 years will almost certainly not be the companies that are most admired today.
Great share, this was interesting. 70% of Microsoft’s earnings were enterprise centric business divisions where revenue was essentially recurring and constantly growing. I like the comparison to adobe’s subscription cloud.
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