Sometimes it’s better not to hire your friends, admittedly some late advice for former Bear Stearns executives. For Bill Gates, it’s definitely not to late given the superiority in Microsoft’s strength and consistency in its cash flows. However, enough time has gone by to render a verdict on the leadership ability of Steve Ballmer. For Microsoft (MSFT), the tables below are telling, as we compare some important metrics to those of Oracle (ORCL), its largest and most important competitor.
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- CT Capital’s value-oriented investment strategy provides conservative portfolio management based upon the firm’s proprietary research methodology that quantitatively determines the attractiveness of a company based upon its free cash flow, credit analysis, and valuation characteristics.
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