Why HPQ Could Be Chanos’ Value Trap: The Long (Long) Case

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Why HPQ Could Be Chanos’ Value Trap: The Long (Long) Case
<a href="https://pixabay.com/users/1588877/">1588877</a> / Pixabay

 

Why HPQ Could Be Chanos' Value Trap: The Long (Long) Case

 

Sohn Investment Conference 2021 Coverage: Octahedron Capital, Glenernie Capital

2021 Sohn Investment ConferenceThe following is our rough coverage of the 2021 Sohn Investment Conference, which is being held virtually and features Brad Gerstner, Bill Gurley, Octahedron's Ram Parameswaran, Glenernie's Andrew Nunneley, and Lux's Josh Wolfe. Q1 2021 hedge fund letters, conferences and more Keep checking back as we will be updating this post as the conference goes Read More


On Wednesday, Jim Chanos CEO of the short biased Kynikos Associates hedge fund, called Hewlett-Packard Company (NYSE:HPQ) “the ultimate value trap for investors.” Chanos states that many investors get stuck in value traps after following other famous investors into a stock. So…. we will take that logic and present the long case for Hewlett-Packard Company (NYSE:HPQ) below.

The post is by a brilliant student, Sarabjit Cheema, BS 2011, NYU Stern. Enjoy!

Hewlett-Packard Company (“HP” or “the Company”) is a leading  technology company which Serves individual consumers, small- and medium-sized businesses and large enterprises

  • Comprised of five business units:
  •  PC’s
  • Services
  • Printers
  •  Servers
  • Software
  • Market Capitalization of ~$37.2 billion

Enterprise Value of ~$59.4 billion

Recent stock
price: $18.81

Ticker: HPQ

Full presentation continue in scribd:

HP Presentation New

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