$惠普(HPQ)$ I shorted 1500s at 40.7 , yes, I bet againest the god of the stock.

I understood why Buffet like it when price at 34. But given the pivot of the PC demands , HPQ will witnessed its 2 years pc sales growth go negative and will suffer higher inventory book loss.    Market wont like this name for long .

 If the BUFFET buying is a value waking up call, Why Dell price is still frozen at low?  Investors apparently not so crazy as Buffet .    Grandpa B might wanna fight his cash piles a cheap parking spot. But "cheap"  value has another nickname:      value trap.