DXC Technology

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#1
Hi All,

We are releasing one of our ideas in our Special Situation Portfolio for our premium members for free here.  

https://weightedresearch.substack.com/p/...7f88a71503

And do remember to click subscribe if you are interested to receive the newsletter from us. 


Enjoy the article.
Reply
#1
Hi All,

We are releasing one of our ideas in our Special Situation Portfolio for our premium members for free here.  

https://weightedresearch.substack.com/p/...7f88a71503

And do remember to click subscribe if you are interested to receive the newsletter from us. 


Enjoy the article.
Reply
#2
Reuters article mentioned that Atos had made a formal approach to DXC made this week at more than $10 bln including debt -sources.

(https://www.reuters.com/article/dxc-tech...SL1N2JI16J)

We started buying $DXC at USD 15.2 and had been buying all the way up to USD 20.22. Today, it is at USD 28.91. Our average price is at USD 17.03.

Please read our initial thesis (https://weightedresearch.substack.com/p/...ortfolio-1) on DXC on Sep 4th 2020

and our recent update (https://weightedresearch.substack.com/p/...technology) on Nov 19 2020.

This is our latest update after the news of M&A (https://weightedresearch.substack.com/p/news-update-dxc)
Reply
#2
Reuters article mentioned that Atos had made a formal approach to DXC made this week at more than $10 bln including debt -sources.

(https://www.reuters.com/article/dxc-tech...SL1N2JI16J)

We started buying $DXC at USD 15.2 and had been buying all the way up to USD 20.22. Today, it is at USD 28.91. Our average price is at USD 17.03.

Please read our initial thesis (https://weightedresearch.substack.com/p/...ortfolio-1) on DXC on Sep 4th 2020

and our recent update (https://weightedresearch.substack.com/p/...technology) on Nov 19 2020.

This is our latest update after the news of M&A (https://weightedresearch.substack.com/p/news-update-dxc)
Reply


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