Redmond has awoken and the furnaces have been jerked into life, steam and smoke appear above the forest’s treeline.
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
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.