Testing Time has Begun for ValueAct’s Microsoft Play

Jeffrey Ubben’s activist hedge fund can do only so much for Microsoft; it’s up to CEO Satya Nadella to stage a turnaround.


Andrew Harrer

Microsoft CEO Satya Nadella (Bloomberg)

Jeffrey Ubben and Mason Morfit at ValueAct Capital Partners wanted to see a change in direction at Microsoft, and now they’re getting glimpse of what change might mean under CEO Satya Nadella.

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