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Stocks B / Berkshire Hathaway


Subject:  Re: IBM the lost decade Date:  1/3/2020  8:31 AM
Author:  dividends20 Number:  246775 of 253140

I am continuing to accumulate while collecting 5% dividends. My patience is being tested. I have low expectations.

10PE, 5% Dividends, retired large number of shares, Jettisoned low margin businesses, Multiple revenue streams (Cloud, AI, Consulting, Software), Global footprint.

I am hoping that Ginny will take a victory lap and hand over to Whitehurst in next few quarters and he injects a culture shock in IBM.
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