CX Daily: Chinese Firms Bending Over Backward to Offer Foldable Phones
In Depth: Chinese firms bending over backward to offer foldable phones. Shanghai says no plan to seal off entire city of 25 million
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IBM: A Rising Tide Lifts All Boats
Even though IBM shares ended 2021 in the green, total return was very disappointing on a risk-adjusted basis. Kyndryl shareholders were severely...
187 Views
The Cloud Space In Numbers: What Matters The Most
The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...
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IBM: Misallocation Of Capital Is Risky Even At Low Multiples
A year later and IBM has significantly underperformed the market while still having all the signs of a classic value trap. Embarking upon an...
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IBM: More Of The Same
IBM's almost at par with the market performance over the course of 2021 could prove to be short-lived. In spite of the glimpse of hope in the Q2...
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