Should You Buy The IBM Turnaround?

Ironside Research
3.72K Followers

Summary

  • International Business Machines Corporation is in the middle of a turnaround, streamlining its business after many years of aggressive acquisitions.
  • IBM Revenue forecasts, however, remain depressed.
  • We believe that a successful IBM turnaround is possible, but that patience is likely to be rewarded.

Day 1 - Mobile World Congress 2022

David Ramos

Overview

The current macro environment of high interest rates and persistently high inflation has been tough for most industries, but especially difficult for some. For tech and, more specifically, companies that support data storage and the personal computing market, the environment is

This article was written by

3.72K Followers
Looking for value, or lack thereof, throughout the market. Long by nature, short by necessity, generally contrarian.

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