Latest / The Investing for Beginners Podcast - Your Path to Financial Freedom
No Moat, No Problem? What HPE's Moonshot Teaches Value Investors
Stephen found HPE the way all great stock stories start — thumbing through a screener, bored between meetings, when a ticker up 180% caught his eye. "What is HPE? Never even heard of that." What he found was the old HP enterprise business, spun off and reborn: GreenLake's $3.5 billion subscription machine, a $14 billion Juniper acquisition, and a stock that went from under $13 to $60 in months. This week, Stephen and Andrew tear into the question at the heart of it: is Hewlett Packard Enterprise really an AI infrastructure play — or a boring server vendor in an AI costume? They dig into the…
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