MSFT

Microsoft Corp

TMT


Presented:04/20/2016
Price:$55.59
Cap:$443.89B
Current Price:$418.74
Cap:$3,112.51B

Presented

Date04/20/2016
Price$55.59
Market Cap$443.89B
Ent Value$387.18B
P/E Ratio39.71x
Book Value$9.51
Div Yield0.03%
Shares O/S7,985.00M
Ave Daily Vol33,517,211
Short Int0.64%

Current

Price$418.74
Market Cap$3,112.51B
Microsoft Corp. engages in the provision of developing and marketing software and hardware services. Its products include operating systems for computing devices, servers, phones and intelligent devices. It also offers server applications for distributed computing environments, productivity applications, business solution applications, desktop and server management tools, software development tools, video games, and online advertising. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and cloud services in portfolio of productivity, communication, and information services. It comprises of office commercial, office consumer, and microsoft dynamics business solutions. The Intelligent Cloud segment offers hybrid server products and cloud services. It comprises of server products and cloud services and enterprise services. The More Personal Computing segment comprises of windows, devices, gaming, and search advertising. The company was founded by William Henry Gates III in 1975 and is headquartered in Redmond, WA.

Publicly traded companies mentioned herein: Microsoft (MSFT).

Highlights

The presenter is long shares of Microsoft, but not for the reasons many other bullish investors cite - the ongoing transition to Office 365 and Azure. He believes that the company’s More Personal Computing unit is largely ignored in spite of the fact that it represents more than half the revenues of the overall business. Investors generally seem to focus on the unit’s Windows business, which very likely will only continue to decline, but the rest of the business - comprised of Xbox, Surface/ Nokia and Bing - has an aggregate margin profile that is improving both materially and fast enough to more than offset the ongoing decline in Windows.

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Idea Discussion

Commentor 1 - 2 weeks ago

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