MSFT
Mr. Van Den Berg of Century Management has just given an interview to GuruFocus.com, an interesting source keeping track of big-name investors. We took the opportunity to link to several articles and interviews, but it’s nice to note that Century’s own website is filled with good material in their Library page.
Quite specific examples of the levers that move SAP, Oracle and Microsoft – also applicable to Totvs. The bottom line: bargain while you can. Very interesting to illustrate the power of maintenance in the software business.
