I have been fairly open about Micro Focus being one of my larger positions and I know I have introduced the idea to a few people, so I wanted to share my thoughts following the company’s strategy update last week. The market has been extremely underwhelmed by the company following their earnings release mid-year, with the shares down over 40% since June.
Micro Focus: Hanging in There
Awesome write up, thanks heaps.
Miss spelt Buffett