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Bill Ackman says his fund has taken a new stake in Microsoft after the company's recent share price decline; Ackman says investors underestimate Microsoft 365

Bloomberg Amy Thomson

Discussion

  • @billackman Bill Ackman on x
    As two of the largest forces in equity markets — growing index ownership and increasing amounts of capital controlled by extremely short-term-oriented, leveraged, volatility-intolerant investors — converge, we have found occasional opportunities to acquire some of the most
  • @nicbstme Nicolas Bustamante on x
    For what it's worth, I love using M365 & Copilot. Before working at Microsoft, I had the same perspective as my San Francisco startup friends, aka Copilot is a clunky, confusing product. But today I use it all the time. 1/ Copilot is everywhere. When I have a question and I'm
  • @financejack44 @financejack44 on x
    I'm not at all surprised Bill Ackman took a stake in $MSFT. Some people are mocking him for just “owning the index”, but I think that misses the point entirely. Ackman didn't just blindly buy the Mag 7, he bought them during peak fear. He bought $GOOGL during ChatGPT frenzy,
  • @beuvingjordy Jordy Beuving on x
    Bill to the rescue $MSFT
  • @mgsiegler.com M.G. Siegler on bluesky
    Damnit, do I have to rethink my position from just yesterday?.. spyglass.org/inklings-goo...  [embedded post]