Gee thx Bill, nobody teally knew what kind of company Microslop was until you explained it.

Thats always where things are right before the over leveraging of a company's market dominance makes them less competitive and they fall off 😅

according to the internet he has a return on investment of about 9% in the last 10 years (CAGR). msci world index (which is usually used to compare to see how well a fund performs, and has index funds which track it) made around 13.65% (so a lot higher).

So i would not put too much attention to this guys opinion, sure maybe he is taking less chances (less scary drops in the fund value that some investor don't like) but looking at the graphs it doesn't seems that way.

I think it's a good to do this exercise , a lot of active investing seems like snake oil (although probably not all of it, at least according to some data and research). someone even wrote a book on the subject called "Where are the Customers' Yachts".

Fuck this guy in particular. One of the wall street scum bags at the same level as a16z. If they think something is good you can bet it’s the opposite.

Europe already starting to test that.. EU digital sovereignity is only really in its infancy with France, Germany and Denmark leading the way in moving quickly away from it. Thanks partly (mostly) to Trump ordering them to block access to ICC.

9 staff members, 6 Judges received sanctions from Trump for investigating Israel for warcrimes.

So it's not just Microsoft.

MasterCard and visa, Google etc.. all slowly going to feel the affects.

Governments around the world are switching to Linux

• Credit cards cancelled, Google accounts closed: ICC judges on life under Trump sanctions

• French ICC Judge Guillou Claims Trump Blocked His Visa, Mastercard After Issuing Netanyahu Arrest Warrant

He has a point, even though it's not a good one: Microsoft sells lots of products in a bundle at a certain price point which is hard to beat if you need all of the products in the bundle.

However, nobody needs even many of the products. Most of the time companies only use a few of them and even then, they often only use some of them because they're bundled, not because they're good.

It's basically "bundle a few good products with a few shitty products so everyone uses the shitty products because they're 'free'". Vendor Lock-In.

People didn't switch to other products since they were "good enough", but lately Microsoft products slowly become so bad that even the laziest people realise they might want to switch.

What’s the worst thing you could find on Mars? Microsoft Teams!

lets take that as a challenge!

All because they throw it into b2b with teams and ado and windows and whatever other shit they call software.

context?? sounds desperate