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Microsoft
July 13, 2021
Matthew Le Merle on Corporate Innovation in the Fifth Era
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March 23, 2021
Ep. 34: COVID Crash Retrospective | Hobbies and Games for Investors
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March 18, 2021
Ep. 33: Holding Competing Ideas | Porting Models Across Investments
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March 10, 2021
Ep. 32: Danny Meyer’s “Constant, Gentle Pressure” | Equity Duration
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January 28, 2021
Ep. 26: Level 1 Thinking | Sources of Operating Leverage
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January 20, 2021
Ep. 25: How Smaller Companies Beat Giants | Research: How to Detect BS
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July 30, 2020
Satya Nadella on Cultivating a Sense of Culture and Purpose
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October 22, 2017
Reflecting on Microsoft and Bruce Lee’s Friend and Associate
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October 20, 2017
Pat Dorsey on Moats
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August 24, 2017
Elliot Noss on Business and Investing in a Changing World
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October 7, 2014
Todd Sullivan on Capital Allocation and Buybacks
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July 27, 2014
Exclusive Insights into Wide-Moat Investing
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June 20, 2014
Pat Dorsey on Investing in Companies with Economic Moats
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July 4, 2013
Members Share Their Insights into Moats
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July 1, 2013
Case Studies on Wide-Moat Investing: Arca Continental, Microsoft
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July 1, 2013
Microsoft: American Multinational Technology Company
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