Joseph Carlson: MSFT will outperform

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MSFT closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

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reactively defensively and Scattered the other is acting offensively taking market share with confidence so again just to revisit the reason that I believe that Microsoft has already won this battle is the positioning of the companies what their implied valuations are where they already have their economics and what they have to gain and lose Google has far more to lose in this situation than they have to gain and Microsoft has far more to gain in this situation than they have to lose so if I'm looking at this specific battle I think Microsoft has one now this isn't to say that I'm bearish on Google I think the company has a lot going for them and I do think that they'll put up a very strong defense of their Market share but it will be interesting to see how this plays out over time I think that Microsoft is in a far less risky position now moving on I have to cover the story from the Wall Street Journal because I think it represents a large portion of the attitude of retail investors what we're competing with and what we're working with the retreat of the amateur investors that's the title of an article that was just released by The Wall Street Journal a couple days ago amateur Trader amerikia

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