Microsoft is the Japan of AppAmaGooBookSoft, in that it is an economic colossus whose stats are trivially discoverable but since it doesn’t get a headline every day people’s ambient impression is that it sunk into the Pacific and is no longer a major world power.https://twitter.com/morganhousel/status/1171787633258901504 …
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I spent the summer catching up with a quite a few people who cover tech for various investment banks and hedge funds and it was shocking how frequently I heard "We missed the boat on Microsoft".
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If you are still taking suggestions for your next blog post, a teardown of
$MSFT's latest 10K could be highly educational for your audience.
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