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On today's edition of "MarketFoolery," the daily podcast from The Motley Fool, we discuss the following topics:

Influential hedge fund manager David Einhorn called on Microsoft (Nasdaq: MSFT) CEO Steve Ballmer to step down. After more than a decade at the helm, is it time for Ballmer to go? And how much blame for Microsoft's performance should be laid at his feet?

Of Microsoft's main competitors -- Apple (Nasdaq: AAPL), Google, (Nasdaq: GOOG) and Facebook -- which company ranks as the greatest threat? Our analysts each choose a company and make their case.

Shares of Tiffany (NYSE: TIF) were up big today after the company reported strong earnings and raised its guidance for the year. Which international market is the key to Tiffany's success, and can it be sustained?

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.