Microsoft, every mention
24 scenes (2024), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2024 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
Year in Review 2024 (EP.424)
- ▶ 29:19 Ted Seides And so that went from an Excel spreadsheet to an unwieldy Excel spreadsheet. 2 times in the scene
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
- ▶ 37:30 Jon Glidden He worked in Microsoft's treasury department as well. 2 times in the scene
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 15:50 Matt Miller And then I had that McKinsey toolkit to make a really pretty PowerPoint.
- ▶ 35:13 Matt Miller So you're Microsoft
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
- ▶ 50:27 Dave Brizano He said, in this business, you got to read everything that's public that you can get your arms on, and when you write a memo, make sure it's grammatically correct, you do a spreadsheet, and this was hand spreadsheets before Excel,
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
- ▶ 49:00 Anil Seetharam Amazon and Microsoft are the ones we've been comfortable enough to get conviction and invest in.
- ▶ 52:02 Anil Seetharam Excel-based valuation methodology doesn't really capture the full distribution of outcomes.
Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
- ▶ 12:48 Graham Weaver And it ended up just being you're sitting in a cubicle and you're working on Excel and you did that till two o'clock in the morning.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 42:43 Brett Barakett You can have all the tools and, you know, everybody knows how to build an Excel spreadsheet and do a DCF and overlay a Michael Porter analysis and, okay, I'll get some data sciences work.
- ▶ 1:02:06 Brett Barakett Let's say you bought Microsoft in your PA and over time it doubled. 3 times in the scene
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 20:17 Chris Dixon There's the cathedral is Microsoft is this tower and priests and secretive.
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
- ▶ 47:33 Shiloh Bates So I think the two biggest people are going to be the two people on HR who took an Excel spreadsheet with a hundred names on it of people from different universities and decided which industries they were going to cover.
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 36:22 Michael Leffell He could take the data and give it to me in an Excel format if that's what I wanted.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 1:15:01 Michael Milken When they were going after Microsoft as a monopoly in the nineties and told them he should get out there, talk, interview, get on shows.
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
- ▶ 36:44 Michael Mauboussin For example, you think about the leaderboard, the top 20 greatest wealth creators of all times, and it would include some suspects you would guess, which would be Apple and Microsoft and Amazon and Alphabet and so forth, but it also…
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 44:47 Magnus Grimeland So we negotiated free credits with Microsoft, the store, AWS,
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- ▶ 47:52 Brad Jacobs And then I also ask people before the meeting, because we don't do PowerPoints at meetings as a general rule.
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 47:50 Sanjay Ayer Think Evernote journals, Excel spreadsheets, who knows, sticky notes.
- ▶ 1:02:13 Sanjay Ayer We did an offsite several years ago where Mike Trigg and myself, we got up, and we just talked about every mistake we made over the last 10 years, and that was, it was like a fifty-point PowerPoint deck, and showing about these mental…
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 34:08 Mike Vieth So Apple, Dell, Microsoft, Pfizer, Bristol-Myers, some cold storage, where they're
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 32:11 George Mikulakis It took Microsoft three goes to replace Bill Gates. 2 times in the scene
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 46:13 Brian Christensen But then if you take something like Microsoft, for example, it's seen some multiple expansion, but the predominant driver of the exceptional stock price in Microsoft for the last five years has been earnings. 2 times in the scene