Western Digital - Jefferies Turns Bullish, As I Continue To Be Cautious
The Value Investor • Mon, Oct. 13
- Western Digital receives an upgrade from Jefferies citing multiple reasons to be optimistic.
- I see the value and the strong long term track record, but have worries about lack of current growth and potential changes in the long term business model.
- Consequently I am not joining the bullish thesis, standing on the sidelines for now.