I don’t care how many billions of dollars are at stake, none of it is worth getting hurt over, and throwing chairs around demonstrates that he has lost that perspective.
I don’t care how many billions of dollars are at stake, none of it is worth getting hurt over, and throwing chairs around demonstrates that he has lost that perspective.
There is no reasonable analysis that Nadella did anything to cause the present value of all future cash flows to be 15x - how stock values should be evaluated.
during how much inflation, on how much new capital, and what did competitors do during the time period?
A mannequin can double revenues with enough capital.
A passive investor can double profit with enough capital.
Only a superior manager/leader can out perform peers while consuming similar or fewer resources
Azure is only successful by selling into the enterprise based on relationships built during the Balmer era.
Microsoft Office is their other cash cow that was nurtured during the Balmer area and Windows is still a money maker.
The one big accomplishment that Nadela did was “Office everywhere”. But the iOS port was already in full swing when Balmer was CEO.