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For intangible-heavy businesses like Microsoft, Price-to-Book ratio really means nothing about how attractive or overvalued the business is; traditional value metrics don't work for these businesses

factualpending

Speaker

Scott McBride

Evidence Quote

“Price to Book really for most intangible businesses Price to Book really means nothing um you know for Microsoft what is Price to Book ratio is really means nothing about how attractive or overvalued the business might be”

Source

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride— Excess Returns
Created: 8/11/2026, 7:48:51 AM

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