Microsoft (MSFT) is one of the leading companies in the technology sector. The media and the President may obsess over Amazon (AMZN), investors may follow Warren Buffett into Apple (AAPL), and the average Joe may spend half his day on Google (GOOG/GOOGL), Netflix (NFLX), and Facebook (FB), but Microsoft has been quietly expanding its empire far beyond its traditional PC business. It has everything from a popular video game system to a 500 million-member social network to commercial software and cloud services. Those products are generating growth and income for the company’s shareholders. Here are three reasons they are doing this so well. Continue reading “3 Reasons Microsoft Is a Great Company”
My latest article on Seeking Alpha explains how specialty pharmacy could be Amazon’s next target for industry disruption:
In specialty pharma, prices are high, revenues are rising, and customer service is lacking. Disruption of this industry isn’t just available, it is necessary. It is a perfect target for Amazon.
Read the rest here.