Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Is Microsoft the new Berkshire Hathaway?

Opportunities

How Much Money can Microsoft make from Activision Blizzard?

I think the additional Activision Blizzard’s games and players to Xbox Live could make Microsoft a dominant player in games. Moreover, Microsoft can add enormous amounts of float to its cash flow with Activision Blizzard. I think Microsoft is buying Activision Blizzard for the cash and not the Metaverse fantasy.

Read More