Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history.
(00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line for its acquisition of Activision Blizzard. - An unexpected winner in the deal. - The latest memo from Howard Marks, “Further Thoughts on Sea Change.” - The case ... Show More
Jun 2
Turnaround Stories and Shorting Stocks
Dollar General was a stock market darling for much of the 2010s, but fell on hard times a few years ago. Numerous value investors have been betting that “it’s not that bad”, but that turnaround strategy has taken much longer than expected. Lou, Matt, and Tyler all look at the sta ... Show More
24m 48s
May 31
The AI Buildout Is Just Getting Started
Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs at BlackRock, about the firm's ... Show More
19m 54s
Nov 2022
How Will Gamers and Investors Respond to Microsoft’s Acquisition of Activision Blizzard?
In January 2022, Microsoft announced its acquisition of the video game company Activision Blizzard for $68.7 billion. The deal would make Microsoft the world’s third largest video game company, but it also exposes the company to several risks. First, the all-cash deal would requi ... Show More
18m 55s
Jan 2022
Rollercoaster Week Rolls On: Markets Rally Ahead of Fed Decision, Exclusives With the CEOs of Boeing and AT&T, and the Cloud Boosts Microsoft
One day after another furious late session rebound for stocks – this one falling short – Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets rallying hours ahead of a much-anticipated Fed decision and statement. Microsoft giving the tech sector a big ... Show More
45m 35s
Oct 2023
How Microsoft bagged Activision Blizzard
<p>In the 1990s, Microsoft was seen as a tech industry bully. Once viewed as combative and ruthless in the eyes of regulators, the company underwent an image makeover in the decades since. Now, the FT’s Richard Waters explains how Microsoft’s transformation pushed their $75bn acq ... Show More
19m 3s
<p>Great conversation with Rick Yates about how he got into the IT distribution industry, a real sliding doors moment.</p>
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<p>Connect with Rick on LinkedIn <a href="https://www.linkedin.com/in/rickyates101/" target="_blank" rel="noopener noreferer">here</a> and check ... Show More
