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IBM: Big Blue, Big Opportunities In 2025
IBMIBM(IBM) Seeking Alpha·2024-12-11 03:43

Company Overview - The account is managed by Noah's Arc Capital Management, which aims to provide Wall Street-level insights to main street investors [1] - The research focus is primarily on 20th-century stocks (old economy) undergoing a 21st-century transformation, with occasional coverage of companies that facilitate such transformations [1] - The firm seeks innovations in business models that can lead to significant stock price changes [1] Analyst Positions - The analyst holds beneficial long positions in IBM, META, AMD, and AMZN through stock ownership, options, or other derivatives [2] Author Information - Noah Cox is the managing partner of Noah's Arc Capital Management, and his views in the article may not necessarily reflect those of the firm [3]