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Jim Chanos Delivers His Short Thesis on HPQ

July 18, 2012 | About:
Canadian Value

CanadianValue

207 followers
Short-selling guru presents at the Delivering Alpha conference. Some of his comments include:

- Some of his best short ideas are “value” stocks which appear cheap, but just keep getting cheaper.

- Sees a lot of value traps in the technology industry.

- A value trap tech stock looks cheap, and investors are attracted to cash flow, but operations continue to deteriorate.

- He thinks the PC business is going to continue to come under pressure and business deteriorate.

- His short pick in this space is HPQ.

About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 3.4/5 (19 votes)

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