timwest

MICROSOFT SHORT SALE - Private due to data issue

NASDAQ:MSFT   Microsoft Corp.
2
My argument here is that MSFT is only worth 2 x's sales because its margins are 13% and its growth is 6%. The stock is valued for its generous dividend, but the underlying margins are collapsing like they did in the post-internet bubble (by 60%) and the Fed has rates so low that people aren't watching the underlying fundamentals deteriorate.

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