Following their better than expected fiscal Q1 results on October 20th, shares of Microsoft (MSFT) broke out to a new all time high: Since their earnings report the stock has been consolidating a bit, having initially …
Continue readingSteve Ballmer
There are are no shortages of stocks and sectors that are rallying in anticipation of policy changes in the new administration. Biotech/Pharma and Bank stocks were perceived to be the primary future beneficiaries of more lenient …
Continue reading
Following Ballmer’s resignation, we wanted to for a slight pullback in MSFT stock. The pullback was more than we bargained for, and so we’ve been in premium recovery mode ever since. We’ve been patient the …
Continue reading
Yesterday, Dan wrote a couple pieces focusing on MSFT following the Nokia deal and focusing on the technicals in the stock here and the reason why the stock got hit on the news here. I …
Continue reading
Microsoft’s reaction to Steve Ballmer’s departure on Friday is a funny commentary on the market’s perception of Ballmer’s value to the company. But a renewed optimism towards MSFT shares, with hopes of a Marissa Mayer …
Continue reading
Update Oct 20th 2011: This sort of position (Jan 20/27.50 risk reversal…below) is probably the closet thing to an “investment” on RiskReversal.com. I am gonna close this position now with the stock up about 10% …
Continue reading
David Einhorn, hedge fund manager and President of Greenlight Capital laid out his dislike for Steve Ballmer’s management of MSFT at the Ira Sohn Investment Conference yesterday…..This is likely to set up as an epic …
Continue reading