ValueAct, An Activist Investor, and Microsoft; SYRIA in a Chart

banker sacrifice

Microsoft Case Study

Is there an opportunity hiding in plain sight? Perhaps a leap spread opportunity? Why did Balmer go now and what can ValueAct help Microsoft do in terms of capital allocation? Perhaps the risk/reward allows for an opportunity? Do you own work. Plus, you can study ValueAct’s other investments.



Ubben-VIC-Presentation VALUE_ACT




Understanding Syria


The chart is a spin-off of the most amazing letter to the editor ever written, whichappeared in Thursday’s Financial Times. It also explained the entire Middle East, in a few short sentences. Here they are:

  • Sir, Iran is backing Assad. Gulf states are against Assad!
  • Assad is against Muslim Brotherhood. Muslim Brotherhood and Obama are against General Sisi.
  • But Gulf states are pro-Sisi! Which means they are against Muslim Brotherhood!
  • Iran is pro-Hamas, but Hamas is backing Muslim Brotherhood!
  • Obama is backing Muslim Brotherhood, yet Hamas is against the U.S.!
  • Gulf states are pro-U.S. But Turkey is with Gulf states against Assad; yet Turkey is pro-Muslim Brotherhood against General Sisi. And General Sisi is being backed by the Gulf states!

Welcome to the Middle East and have a nice day.



Have a good weekend!


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