Are you wanting to find 'ibm investment thesis'? You will find the answers here.
My investment thesis has long held that IBM was intelligent to prune few underperforming business units and de-emphasize bequest units to teddy their focus to strategic imperatives alike cloud, security, Army Intelligence, and blockchain.
Table of contents
- Ibm investment thesis in 2021
- Is ibm a good stock to buy 2021
- Ibm simply wall street
- Ibm equity research report
- Ibm stock
- Is ibm a good stock to buy reddit
- Ibm overvalued
- Ibm investor relations
Ibm investment thesis in 2021
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Is ibm a good stock to buy 2021
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Ibm simply wall street
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Ibm equity research report
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Ibm stock
Is ibm a good stock to buy reddit
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Ibm overvalued
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Ibm investor relations
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Are there any good things to do with IBM?
On the positive side, IBM has many technologies it is working on like quantum computing, Kubernetes, power systems, IoT, mainframes, public cloud, private cloud, hybrid cloud, AI, security, blockchain, power systems, software, containers, etc. so there is a lot of potential, but potential is one thing, fundamentals are another.
How did IBM stock perform over the last 10 years?
IBM stock didn’t perform well over the last decade. It is not just that it is down 34% since 2011, it is also the fact that the market (S&P 500) is up 175% since. Such underperformance must, at best, bring a sense of disgust to IBM shareholders and I assume many have capitulated over the last 10 years.
What is the difference between the spin-off of IBM and the new company?
The focus of IBM will be on the open hybrid cloud platform where they see a $1 trillion market opportunity while the spin-off will focus on the managed infrastructure services. The spin-off will be tax free and the company called NewCo.
Is the IBM stock a good short pick?
IBM is a high conviction short pick with Jim Chanos on EPS jinxing – I discuss the numbers Here is the IBM stock video analysis, article continues below: IBM Stock Analysis - 5.2% Dividend - Hybrid Cloud Growth, but... If playback doesn't begin shortly, try restarting your device.
Last Update: Oct 2021