International Business Machines

IBM: A Rising Tide Lifts All Boats

Equity Bottom-Up
128 Views, 17 Jan 2022 10:45
EXECUTIVE SUMMARY
  • Even though IBM shares ended 2021 in the green, total return was very disappointing on a risk-adjusted basis.
  • Kyndryl shareholders were severely punished, and prospects for the company remain rather bleak.
  • 2022 will be a critical year for IBM's management to prove that it could turn the business around.
detail (6-minute read)
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Vladimir Dimitrov, CFA
Value Investing
Equity Bottom-Up

I am a former strategy consultant with heavy exposure to business and intangible assets valuation. Throughout my career ... 

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