10-20-2014, 10:58 AM
I exited my IBM position a couple months ago due to a couple reasons:
1) The (excessive) Financial Engineering R2R alludes to
2) Anecdotal stories from multiple inputs regarding active + supported attrition of top talent by means of salary + upward mobility negligence
I'm not going to attempt to talk anyone out of IBM as on paper the numbers are pretty great as Kerim said.
I just perceive too many great fish in the investing sea to constantly feel bothered by the IBM line item in my portfolio.
1) The (excessive) Financial Engineering R2R alludes to
2) Anecdotal stories from multiple inputs regarding active + supported attrition of top talent by means of salary + upward mobility negligence
I'm not going to attempt to talk anyone out of IBM as on paper the numbers are pretty great as Kerim said.
I just perceive too many great fish in the investing sea to constantly feel bothered by the IBM line item in my portfolio.