Microsoft, every mention
4 scenes (said by Rob Hale), 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)
- ▶ 23:47 Rob Hale If you're Microsoft, if you're Adobe, if you have a very strong franchise and you don't necessarily operate to potential for 10 years, you have a flat share price.
- ▶ 36:49 Rob Hale Mason mentioned the office three 65 example where you could just say, okay, this is the number of users. 2 times in the scene
- ▶ 42:59 Rob Hale You could put Microsoft in that category, selling physical PCs with Windows and Office licenses.
- ▶ 42:59 Rob Hale You could put Microsoft in that category, selling physical PCs with Windows and Office licenses.