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No. of Recommendations: 4
Hopefully not "OT" much longer.

Anyone have any thoughts on when Buffett would feel no longer prevented from investing in Microsoft due to apparent conflicts due to Bill Gates being on the boards of both Microsoft as well as Berkshire?

It's coming up on a year now...hopefully that is no longer something standing in the way of investments in MSFT. As a business, Microsoft is absolutely killing it. Outrageous moat, getting even better. Terrific sales growth for such an enormous business, and with operating margins growing, the operating income growth is simply unbelievable for such a large business. An inherently recession-resistant (and Covid-lock-down) business. Very diversified, both in terms of business lines, as well as geographically/currency-of-revenue. Amazing CEO. Great capital allocation overall. A business which is about as inflation-resistant as one could hope for if all the monetary abandon ever catches up with us. What's not to like?

True, the price isn't cheap. But it's waaayyy better than AAPL, which is roughly at the same P/E, while having roughly stagnant operating earnings for half a decade, compared to Microsoft, which is on pace to be roughly doubling operating earnings every 3-4 years (though, obviously, the anchor of size will start to slow this). Even with the after hours run-up post earnings, this seems like a case of an absolutely wonderful business, at a fair price.

As a Berkshire shareholder, I would be absolutely thrilled to learn in late February that Buffett had built a $70B stake in this over the past half year.
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