Microsoft, every mention
7 scenes (said by Mason Morfit), the whole family · ← back to Microsoft
tap a year for its mentions
every year anyone Mason Morfit 23Chris Dixon 16Ted Seides 14Josh Wolfe 14Morgan Housel 7Jose Feliciano 6Chris Douvos 6Stephen McKeon 5Rob Hale 5Ben Gilbert 5
Verbatim, from the transcripts: the passages where Microsoft comes up
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 25:52 Mason Morfit We invested in Microsoft in 2013. 8 times in the scene
- ▶ 26:29 Mason Morfit And they were talking about this thing called office three 65, which was to take office to the cloud. 5 times in the scene
- ▶ 26:36 Mason Morfit oh my gosh, one thing that's happening is that office is decoupling from the window cycle. 2 times in the scene
- ▶ 27:09 Mason Morfit We didn't yet know what to do with Bing or what to do with Xbox. 2 times in the scene
- ▶ 28:43 Mason Morfit To the tune of four or five, six billion dollars a year that might be better spent driving Office three 65 in Azure instead of trying to chase the iPhone or chase the Google search dream.
- ▶ 41:07 Mason Morfit You're picking that scab there, Ted, because as many of our LPs remind us, we sold a little too early on a couple of these things, including Microsoft and MSCI. 4 times in the scene
- ▶ 56:15 Mason Morfit It's easy to get a company to shift its allocations away from making Windows phones to focusing on Office three 65.