Former hedge fund analyst, banker and Morningstar Market Strategist Erik Kobayashi-Solomon will take a deep look into the business of IBM (IBM). During this call we will cover:
How Technology commoditization is affecting each of IBM's three main businesses, and what the commoditization trend means for IBM's future.
What effect the recently-announced changes to IBM's hardware business will have on the value of the firm longer-term.
How worried should shareholders be about IBM's leverage-boosting financial engineering.
The conference call will be hosted on Wednesday, July 23rd, 2014 at 2:00 pm Central Time. To register for this call, please enter your contact information.
YCharts Conference Call: Focusing on IBM (IBM)
Hosted by Director of Research: Erik Kobayashi-Solomon
Only 100 Seats Available - Reserve Yours
About Erik Kobayashi-Solomon
Erik Kobayashi-Solomon has worked in the financial services industry since 1997 in a variety sell- and buy-side roles in Asia and the United States.
Before joining YCharts as the Director of Research, he served as a buy-side analyst covering Japanese equities, the market risk manager of an $800 million global long-short hedge fund, Morningstar’s Market Strategist and co-editor of the Morningstar OptionInvestor newsletter, the senior analyst supervising a team of semiconductor industry analysts, a senior manager at Morgan Stanley, and as a valuation consultant to the World Bank’s International Finance Corporation.
About the 1% Focus Report:
YCharts 1% Focus Reports look only at the most interesting short and long opportunities that our analysts come across.
They hone in on the valuation drivers underlying a firm in either the top or bottom Value Score deciles in YCharts’ data universe. The report is designed to be a visual form of financial statement analysis, allowing for an analyst or portfolio manager to understand the financial metrics that drive the focus company’s valuation.
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