@ivanburazin · Exit MSFT

Microsoft Frontier Company is interesting, but I'm not bullish. They're trying to run Palantir's FDE playbook: embed engineers, sell to government and defense, and chase 140x multiples. Problem is that it's a services business while MSFT is an out-and-out product company.

Read asExit MSFT

Since the call—

#92 of 176 rankedThe analyst's rank today

High · 0.98Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

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