Microsoft Deep Dive

Please disregard the last email.

Feb 28

Dear all,

There has been an editing error in the email sent out with the Microsoft deep dive. Please find below the article with the editing errors corrected.

It is my fault and it will not happen again. Apologies for the inconveniences.

Best wishes,

Antonio

Investment Ideas by Antonio

Microsoft: A Cultural Masterpiece

Edited by Brian Birnbaum. 1.0 Satya’s Secret Microsoft’s turnaround serves as a timeless blueprint for investors to spot world class companies and leaders in early stages. In pursuit of an edge over the market, I strive to understand companies more deeply than most market participants are willing to. As you may know, this has led me to identify culture as…

25 days ago · 2 likes · Antonio Linares

1 Comment

Yohan

Mar 7

Hi Antonio,

I'm still going through your MSFT deep dive and a question popped in my head...

What's your view on Bitcoin? (not crypto, bitcoin :-) )

I ask because you are a super long term investor and from my perspective, there is no better long term position as of today than BTC. I have learned to become a Bitcoin enthusiast (although still a newbie) and I am failing to find compelling "against" thesis.

Expand full comment