Sure! If you’re going to start with the financial value of any company, begin with their net income, growth trajectory, dividend yield, etc. Observe that none of this includes media headlines.

After that, you can start to try and figure how where most of the money comes from. For Apple this is the iPhone hardware sales and the App Store tax. For Microsoft it’s split roughly evenly across cloud, business processes and PCs. Cloud is the biggest.

These are the basic fundamental facts that begin to describe why Microsoft may or may not be valued. I don’t care or have an opinion on it. But I’m irritated by some guy saying he heard four media headlines ergo shame on wall st. for trading based on those four headlines. Like shut the fuck up man. That’s such a stupid claim. And look how many people have been suckered into responding to this garbage.