IBM

International Business Machines Corporation

Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.

Time pitched: 1
Long / short: 0 / 1
Avg. return: —
Verdicts: Inconclusive 1

position Spring 2017

The investor sold IBM as they became less comfortable with its long-term competitive advantage in enterprise due to the rise of Amazon AWS, and they prefer investments with multiple ways to win rather