Microsoft Ought To Sell LinkedIn. Meta Is The Natural Buyer.

Given that Microsoft (MSFT) is putting all of its chips on GenAI, I am not sure where LinkedIn fits in. I never thought MSFT’s LinkedIn acquisition made sense. META should be better able to monetize LinkedIn’s user profiles and data appends.

• LinkedIn is a social network (META’s core business), with a corporate bent. The two businesses are complementary.

• MSFT ought to put LinkedIn on the block while Software valuations are rich.

• FB users could append their LinkedIn profiles to their Facebook profiles and vice versa. Post deal, META would have more user profiles with more data appends - which ought to translate to more Ad impressions and higher Ad rates.

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