Veytics Intelligence
2026-11-12 · Yahoo

Why Bill Ackman sees value in Microsoft

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Pershing Square Capital Management CEO Bill Ackman joins Yahoo Finance Executive Editor at Yahoo Finance's 2026 Invest conference to reveal why he and his associate feel there's value in Microsoft (MSFT). Video Transcript 00:00 Speaker A Now Microsoft's down the last couple of days on a clot release, um but we think their market position, uh you know, their, you know, the the the entry point uh even for AI for 450 million uh business seats uh where, you know, companies like us, you know, like the Microsoft 365 but beyond the the package of, you know, there are free versions of Excel and Word.

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