Tools 2nd May '24 Greenlight Q1 Two interesting ideas inside. See page 5. Long HPQ (6.6x 2025E EV/EBITDA) on the idea of AI-PC upgrade cycle. Long ROIV where market cap = net cash + IMVT stake i.e. rest is for free. Not investment advice. Click to share on Twitter (Opens in new window)Click to email a link to a friend (Opens in new window)Click to share on LinkedIn (Opens in new window)
