Redmond has awoken and the furnaces have been jerked into life, steam and smoke appear above the forest’s treeline.
$HPQ
HPQ and BAC Decide Against Suicide After All
Two large corporations that have announced amazingly stupid and borderline suicidal things are now reconsidering. This is a good thing as it shows that there may just be hope after all and that common sense may still exist.
Bill Ackman on Hewlett-Packard: No Thanks
Video.
Wintel Shmintel
Microsoft’s “cheapness” is the White Whale that compels all value investors to follow it out to sea, like crazed Captain Ahabs wielding DCF calculations.
Al Lewis: How to Kill H-P
Hewlett-Packard is a 72-year old Dow component and until a year ago, it was one of America’s most innovative and valuable technology companies. Now it looks like death, mostly as a result of getting tech cycle stuff wrong and making a criminally pour choice in leadership.
Adventures in Sell-Side Research: Hewlett-Packard Edition
My suggestion for The Street would be to start referring to their equity analysts as “business analysts”.
A Target-Rich Environment
With many solid companies trading at depressed multiples, we’re still in a very target-rich environment.
Michael Dell's Very Big Stock Purchase
The picture is not pretty, but with Michael’s added $150 million vote of confidence purchase this week, perhaps we’re all missing something.
Green Business in the US, An Infographic
Visual Economics on Green Biz in America.
