Smead Capital: The McNealy Problem

Johnny HopkinsSmead CapitalLeave a Comment

In his latest paper titled – The McNealy Problem, Cole Smead at Smead Capital tests Scott McNealy’s thesis regarding the euphoria surrounding Sun Microsystems, using a modern day company DocuSign. Here’s an excerpt from the paper: We are using the corporate history of Microsoft and Cognizant Technologies to understand what … Read More