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Momintn

Momintn
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  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    I'm surprised that an ex-IBMer is reading the same old resources the non-technical person reads.
    Nov 25 03:47 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    "Unless you are going to suspend the first amendment, it depends a lot upon who is spreading the information that you don't like."

    It doesn't matter what I like or don't like. It matters about what the person is doing to make money. And spreading false information to make money is subject to prosecution.
    Nov 25 03:45 PM | Likes Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    As far as his track record, the only 3 years I have read or heard him say, 2008-2010 were subpar, especially for hedgefunds. That's why he closed his fund to investors. He now manages some of his own money in that family fund at Duguesne's.
    Nov 25 02:17 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    It's pretty scary that so many funds and individuals own Amazon. That stock is in quite a bubble and I just don't see how they can ever earn enough money to substantiate the equity.
    Nov 25 01:38 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    Well it isn't going to be sexy when Amazon investors wake up one day and the stock is down to a few dollars like Worldcom or Lucent or one of the other ones with no earnings.
    Nov 25 01:36 PM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    So where are you doing your reading? What do you think of IBM's social site?
    Nov 25 01:34 PM | Likes Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    Never said he was an idiot or a monster, and yes he is smart about how to manipulate CNBC and the media, but just not someone I admire. I despise people who talk down the market for their own profit. He probably justifies his actions by giving to charity as does many of those people at the Robinhood conference.
    Do you think people listening to the talking heads on CNBC and their guests have any respect for them? I don't.
    Nov 25 01:05 PM | Likes Like |Link to Comment
  • IBM Is Not A Technology Company [View article]
    An article on IBM is a technology leader would be interesting. Why don't you write one on that?
    You can start with the CIO who has been honored as one of the industry's "top performing CIOs who have shown unparalleled leadership to drive innovation and transformation in their businesses." One of IBM's most visible internal projects is called Blue Insight -- the world's largest private cloud for analytics -- which manages more than a petabyte of data and enables some 200,000 IBMers to perform analytics on everything from skills evaluation to sales forecasting and marketing outreach.
    Many News releases such as IBM Named As THE Leader in IDC MarketScape on Worldwide Cloud Professional Services.
    IBM is the world leader in optimization technology. More than 1,000 universities use IBM optimization for research and teaching. More than 1,000 commercial customers, including over 160 of the Global 500, use IBM optimization in some of their most important planning and scheduling applications.
    IBM has 12 research laboratories worldwide and, as of 2013, has held the record for most patents generated by a company for 20 consecutive years.[15] Its employees have garnered five Nobel Prizes, six Turing Awards, ten National Medals of Technology, and five National Medals of Science.[16] Notable inventions by IBM include the automated teller machine (ATM), the floppy disk, the hard disk drive, the magnetic stripe card, the relational database, the Universal Product Code (UPC), the financial swap, SABRE airline reservation system, DRAM, and Watson artificial intelligence.
    Feel free to reply with other leadership notes.
    Nov 25 01:01 PM | 4 Likes Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    And that is why people listen to Warren Buffett.
    Nov 25 12:11 PM | Likes Like |Link to Comment
  • IBM Is Not A Technology Company [View article]
    You have good insight but IBM is still a technology company with the most patents every year in technology and leads the world in scientific and engineering innovation with centers all over the world.
    Nov 25 12:07 PM | 3 Likes Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    There is some good research on IBM here as to why the stock is worth $236.
    http://bit.ly/1dvZweH
    Nov 25 11:55 AM | 1 Like Like |Link to Comment
  • The Thinking Behind Druckenmiller's Selling Short IBM [View article]
    I am disputing the assertion that "Remember, the guy has a long and successful track record. He probably does some good research. "
    Why does no one mention his real track record? What research has he done on IBM? I can spend my time doing whatever I wish, by the way, even when I point out things you would rather not read.
    Nov 25 11:49 AM | 1 Like Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    It's always ex-IBMers like yourself posting on the internet. And there are ex-employees posting negative comments on the other companies too. I can't determine my investing decisions based on anonymous people's opinions of workplace issues.
    Nov 25 11:43 AM | Likes Like |Link to Comment
  • IBM Has No Cash Flow Problem At All [View article]
    Moody's Aa3 credit rating for IBM "considers IBM's conservative capital structure, robust liquidity profile, and the expectation that it will manage share repurchase activity within the context of its free cash flow generation after considering acquisitions opportunities."
    Nov 25 11:39 AM | Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    I agree with you on the innovation IBM has brought to the market and where they will profit from the cloud as they are currently the largest revenue-generating company in the cloud with $1B in revenue last quarter.
    I doubt IBM has personnel problems because there have always been people who said that even when they were known for being one of the best employers. Until I see a survey of current IBM employees saying these problems exist, I remain a skeptic. And IBM surveys everyone of their employees as far as I know every year.
    Nov 25 11:21 AM | Likes Like |Link to Comment
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