IBM: A Rising Tide Lifts All Boats
Even though IBM shares ended 2021 in the green, total return was very disappointing on a risk-adjusted basis. Kyndryl shareholders were severely...
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The Cloud Space In Numbers: What Matters The Most
The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...
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IBM: Misallocation Of Capital Is Risky Even At Low Multiples
A year later and IBM has significantly underperformed the market while still having all the signs of a classic value trap. Embarking upon an...
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IBM: More Of The Same
IBM's almost at par with the market performance over the course of 2021 could prove to be short-lived. In spite of the glimpse of hope in the Q2...
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Weekly Innovation Review (WIRE) #31
Headline Developments A significant breakthrough with IBM (IBM) unveiling the world’s first chip on 2 nanometer (nm) technology. In a nutshell,...
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