Bram de Haas
All posts from Bram de Haas
Bram de Haas in Special Situation Investing News,

Here's Why I'm Buying Microsoft And Selling Apple


  • Microsoft will launch Windows 10 on July 29, 2015.
  • This release has the potential to have a very significant impact on the competitive environment.
  • We have seen competitive positions shift on the back of hardware and software releases before.
  • In Taleb's term, Microsoft is antifragile and Apple is fragile towards this release.

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