I’m long the stock, but I do think it’s worth pointing out that the quixotic CEO discount deserves to be large given the share class structure.
Also MSFT did a lot of stuff right. The “rhyming setup” analogy is a bit like saying it’s a 3-2 count with one out in the 6th inning and yesterday another team in the same situation put up 10 run…
I’m long the stock, but I do think it’s worth pointing out that the quixotic CEO discount deserves to be large given the share class structure.
Also MSFT did a lot of stuff right. The “rhyming setup” analogy is a bit like saying it’s a 3-2 count with one out in the 6th inning and yesterday another team in the same situation put up 10 runs. They do still have to execute.
But the potential is there. Maybe a better baseball analogy is that the they have runners in scoring position and are bunting for some reason. One can easily imagine expected runs going up if they just stop bunting!
But that’s up to Mark -- no activist can touch META, just like fans can’t replace their team’s manager.
I’m long the stock, but I do think it’s worth pointing out that the quixotic CEO discount deserves to be large given the share class structure.
Also MSFT did a lot of stuff right. The “rhyming setup” analogy is a bit like saying it’s a 3-2 count with one out in the 6th inning and yesterday another team in the same situation put up 10 runs. They do still have to execute.
But the potential is there. Maybe a better baseball analogy is that the they have runners in scoring position and are bunting for some reason. One can easily imagine expected runs going up if they just stop bunting!
But that’s up to Mark -- no activist can touch META, just like fans can’t replace their team’s manager.