Rupal Bhansali presented her in-depth investment thesis on Microsoft (Nasdaq: MSFT) at Wide-Moat Investing Summit 2013.
The Bottom Line: What is misunderstood and therefore mispriced about Harman is: 1) Apple’s success has NOT come at Microsoft’s expense; 2) Microsoft commands same ecosystem advantage in the enterprise market as Apple does in the consumer market; former is more profitable!; 3) trend towards the Cloud is an opportunity, not a threat; 4) Bing, Skype, Yammer, Office365, Azure – free upside options; and 5) Microsoft often fails in first attempts but is proven comeback king eg. Internet Explorer, Xbox; so premature to assume failure in Phones or Tablets…Windows8 is a game changer.
About the instructor:
Rupal Bhansali is the portfolio manager for Ariel’s international and global strategies and oversees the entire research effort of these offerings. Additionally, she is responsible for covering the financial and retail sectors. She joined Ariel after spending 10 years with MacKay Shields where she was senior managing director, portfolio manager and head of international equities. During her tenure, Rupal successfully managed both institutional and retail portfolios. Prior to joining MacKay Shields, Rupal was portfolio manager and co-head of international equities at Oppenheimer Capital where she co-managed international and global equity portfolios. She has also held various roles at other investment firms since she began her career in 1989, including Soros Fund Management. Fluent in several Indian languages including Hindi, Rupal earned a Bachelor of Commerce in accounting and finance, and a Master of Commerce in international finance and banking from the University of Mumbai, as well as an MBA in finance from the University of Rochester where she was a Rotary Foundation Scholar.
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