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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (55245)	4/25/2015 2:26:56 AM
From: Jurgis Bekepuris	Respond to of 78628

Right, there are definitely threads on COBF where I try not to post, since it's pretty much wasp nest if you throw in a contrary opinion. VRX, BH, AAPL are like that - I guess AAPL threads are like that everywhere :) IBM thread is moderately OK. I agree with you - Shane M mentioned this in past too - that discussions just make people dig into their beliefs instead of changing them. That's one reason I kinda prefer this thread where you get a lot of ideas and can evaluate them yourself rather than COBF model with a thread-per-company. There are a lot of smart people at COBF though and it's a fun community mostly. Much more value investing oriented than SI and non-investing area is better than the politics morass on SI. Hopefully it will stay that way. :) IBM - I'm really close to the middle between bulls and bears. That's why it's tough for me to decide what to do. I agree with you that they have pieces that are melting. Yet they have pieces that have huge moat: mainframes, some software, some services. And they have Watson sub which is very attractive for new people. I was to one AI conference where Watson people were recruiting and there's definitely a lot of interest. Of course, I am not convinced that Watson sub will be a great business unit. I don't know who runs it and if they are good in turning research into business. IBM is also somewhat attractive for middle age, non Silicon Valley developers who don't want the craziness of young fast companies. I've seen people like that who are good, but just not into Google/Facebook. Of course, Microsoft also attracts such people, but Microsoft has a very insular development ecosystem. I am not Rometty fan. I agree with you that she's probably gonna continue financial engineering - with Buffett's blessing likely - instead of getting IBM to grow. I might be mistaken though. I'll keep watching.