I had a chance to sit down and talk to Microsoft board member Mason Morfit recently. During our conversation, Mason speaks about his background at ValueAct Capital, his views on Microsoft's leadership, and where he thinks the company is headed next. He also offers a behind-the-scenes view of how the board operates, and talks about the importance of shareholder engagement.
[00:00] – Introductions
[00:42] – Investing background and experience
[02:49] – Opportunities at Microsoft
[04:47] – Evolution of investment thesis over time
[05:18] – Views on leadership structure
[07:28] – Driving future growth and profitability
[08:50]– Microsoft's approach to corporate governance
You can also see previous interviews with Microsoft board members here.