Tag: LinkedIn

A LinkedIn Spin-Off Could Unlock Significant Value For Microsoft

A LinkedIn Spin-Off Could Unlock Significant Value For Microsoft

Microsoft's (tkr: MSFT), LinkedIn business unit specializes in entity data and related content similar to ZoomInfo (tkr: ZI). Given ZoomInfo's inflated valuation, Microsoft would likely unlock significant shareholder value were it to spin-off LinkedIn as a separately-traded business. A 20x multiple (par for the course in today's richly-valued Software market and a haircut to ZI's … Continue reading A LinkedIn Spin-Off Could Unlock Significant Value For Microsoft

Chrome vs. Edge: Browser Wars 2.0

Chrome vs. Edge: Browser Wars 2.0

It is our contention that beginning Friday evening Microsoft prevented LinkedIn users from accessing the online service via Chrome's browser. We believe Microsoft prevented users from accessing its LinkedIn service via Chrome in the hopes of: Causing a bit of pain for Google/Alphabet; Potentially capturing a cohort of new Edge users who used Microsoft's browser … Continue reading Chrome vs. Edge: Browser Wars 2.0