Hewlett Packard

Hewlett-Packard Continues to be Disrupted by Apple

by Glenn Busch February 24, 2012
Thumbnail image for Hewlett-Packard Continues to be Disrupted by Apple

Tablets, by providing an easy and intuitive way of viewing documents are reducing our need to print. And by increasing demand for ebooks, digital magazines, and digital newspapers tablets are reducing commercial printing demand too. As The Financial Times reports, printing is in danger of no longer being the cash cow it once was for Hewlett-Packard (HPQ).

[Read the full article...]

BP plc and Hewlett-Packard are Top Equity Holdings for the Baupost Group

by Glenn Busch November 14, 2011
Thumbnail image for BP plc and Hewlett-Packard are Top Equity Holdings for the Baupost Group

BP plc (BP) and Hewlett-Packard (HPQ) are the top two equity holdings for the Baupost Group. BP plc was already a holding of theirs but Baupost has added to their position making BP their top equity holding. Helwett-Packard is a brand new position and their second largest holding.

[Read the full article...]

The Holy Grail of Investing

by Glenn Busch March 3, 2011
Thumbnail image for The Holy Grail of Investing

The holy grail of investing is to be long the new disruptive technologies and its businesses while being short the obsolete technologies and its disrupted businesses. Why is this the holy grail of investing? Because the task is doubly hard. Not only does an investor need to accurately identify the disruptive technology and the disrupted one but then the investor needs to identify the long-term winners and losers.

[Read the full article...]