Yesterday, 12:59 PM
Here's my spreadsheet on Microsoft.
Microsoft was founded over 50 years ago by schoolmates Bill Gates and Paul Allen who joined up to create a BASIC language interpreter for the Altair computer. From there they went on to license and develop a Unix-type operating systems called Xenix, and from there graduated to a CP/M operating system clone on a contract with IBM. Microsoft also developed Microsoft Word in the early 1980s. Besides purchasing other software companies over the years, Microsoft continued developing its own operating systems, system software and eventually adding hardware such as tablets, video game boxes, and assorted hardware peripherals. As operating systems and the Internet evolved, Microsoft became more dominanant in the online world culminating in the Azure platform under Satya Nudella's leadership.
Paul Allen eventually left Microsoft due to medical reasons leaving Bill Gates as the President and Chairman of the Board. Steve Ballmer, who joined Microsoft in the early 1980s, eventually took over as the CEO in 2000. It was under Ballmer that Microsoft first established a dividend in 2003. In 2014, Satya Nadella, an employee working in their online division, took over as CEO and shifted Microsoft's focus mainly to online services and and subscription models for their software and services.
There is much more to the story which you can find more details online from many sources.
Today, Miscrosoft is one of the largest technology companies, by market capitalization, in the world. They are in direct competition with Apple, Amazon, and Google along with hundreds of smaller companies trying to find a niche in the rapidly developing field.
Attached to this post is the spreadsheet with data from 2007 onward. One of the things I find fascinating is the 3/5/10 growth and averages calculated in the spreadsheet. Although it appears Microsoft has slowed in last few years, we have to be mindful of the rule of large numbers. You'll see similar results in many of the other "mega-caps".
I highly recommend downloading their latest annual reports and browse some of their press releases. You'll notice that MSFT is constantly evolving with the ever-changing world of technology.
In the spreadsheet, I've added more graphs including one on the 'Price History' tab which I modeled off FASTgraphs. It's nowhere near as detailed as FASTGraphs, nor is it interactive, but should give you some hint as to it's valuation. As usual, it's a work in progress.
If there are any questions, find an error, or have problems opening it, please leave a post here. As mentioned in an earlier thread, the spreadsheet is in Open Document Format (LibreOffice) but Microsoft Office (Excel) should have no problems opening it. The attachment is a zip file as the board software forbids certain formats for security reasons.
Disclosure: MSFT is in both my and my wife's IRAs. We may or may not purchase more.
Microsoft was founded over 50 years ago by schoolmates Bill Gates and Paul Allen who joined up to create a BASIC language interpreter for the Altair computer. From there they went on to license and develop a Unix-type operating systems called Xenix, and from there graduated to a CP/M operating system clone on a contract with IBM. Microsoft also developed Microsoft Word in the early 1980s. Besides purchasing other software companies over the years, Microsoft continued developing its own operating systems, system software and eventually adding hardware such as tablets, video game boxes, and assorted hardware peripherals. As operating systems and the Internet evolved, Microsoft became more dominanant in the online world culminating in the Azure platform under Satya Nudella's leadership.
Paul Allen eventually left Microsoft due to medical reasons leaving Bill Gates as the President and Chairman of the Board. Steve Ballmer, who joined Microsoft in the early 1980s, eventually took over as the CEO in 2000. It was under Ballmer that Microsoft first established a dividend in 2003. In 2014, Satya Nadella, an employee working in their online division, took over as CEO and shifted Microsoft's focus mainly to online services and and subscription models for their software and services.
There is much more to the story which you can find more details online from many sources.
Today, Miscrosoft is one of the largest technology companies, by market capitalization, in the world. They are in direct competition with Apple, Amazon, and Google along with hundreds of smaller companies trying to find a niche in the rapidly developing field.
Attached to this post is the spreadsheet with data from 2007 onward. One of the things I find fascinating is the 3/5/10 growth and averages calculated in the spreadsheet. Although it appears Microsoft has slowed in last few years, we have to be mindful of the rule of large numbers. You'll see similar results in many of the other "mega-caps".
I highly recommend downloading their latest annual reports and browse some of their press releases. You'll notice that MSFT is constantly evolving with the ever-changing world of technology.
In the spreadsheet, I've added more graphs including one on the 'Price History' tab which I modeled off FASTgraphs. It's nowhere near as detailed as FASTGraphs, nor is it interactive, but should give you some hint as to it's valuation. As usual, it's a work in progress.
If there are any questions, find an error, or have problems opening it, please leave a post here. As mentioned in an earlier thread, the spreadsheet is in Open Document Format (LibreOffice) but Microsoft Office (Excel) should have no problems opening it. The attachment is a zip file as the board software forbids certain formats for security reasons.
Disclosure: MSFT is in both my and my wife's IRAs. We may or may not purchase more.