Paul Kedrosky's Infectious Greed
Finance & The Money Culture
A quick heads up: I’m in tomorrow’s Wall Street Journal talking search, Vista, and the future of MSFT.
[Update] The column is here.
I’ll keep an eye out for you, Paul.
btw, one zany idea i’ve had for a while is that MSFT would be a great LBO candidate. Huge operating cash flows, (arguably) underappreciated by the market, lots of extraneous/noncore businesses to be divested. of course, at $284b market cap plus whatever premium (15%?) the market would demand, the deal would have to have ALL of the big PE players involved to come up with the $100b of equity they’d need… but it’s getting more and more plausible by the day.
Is this the Feiler Faster Thesis in action or what?
Man, I know the market is a discounter of known information, but when you are pre-announcing your appearance in the WSJ, the info cycle is getting too damn quick.
Paul Kedrosky‘s Infectious Greed
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