External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Negative outlook on Kyndryl (KD US) as a spin-off company in IT outsourcing business</li><li>Post-spin turnaround boosted by financial engineering, with risk of 60% downside based on valuation multiples</li><li>Financial leverage misunderstood, cash flow generation may disappoint investors; recommendation to short KD US due to expected lack of growth and disappointing cash flow generation</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Negative outlook on Kyndryl (KD US) as a spin-off company in IT outsourcing businessPost-spin turnaround boosted by financial engineering, with risk of 60% downside based on valuation multiplesFinancial leverage misunderstood, cash flow generation may disappoint investors; recommendation to short KD US due to expected lack of growth and disappointing cash flow generationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Kyndryl Holdings Inc (KD) - Thursday, Jun 6, 2024