Comment by roncesvalles

Comment by roncesvalles 6 hours ago

1 reply

I'm still flumoxed by how IBM stock went from ~$130 to $300 in the last few years for essentially no change in their fundamentals (in fact, a decline). IBM's stock price to me is the single most alarming sign of either extreme shadow inflation, or an equities bubble.

Why do you say the market correctly prices it this way?

sethops1 4 hours ago

IBM has been quietly leading the charge in offshoaring to India. Investors are happy with the reduced costs.