Can Ginni Rometty Take IBM into Growth?

The transcript discusses IBM's strategic and financial challenges, focusing on its transition towards cloud computing and the reassessment of its financial goals. It highlights the decrease in shareholder equity and the debate over share buybacks and dividends. Dave shares his experience with Honeywell's turnaround strategy, emphasizing the importance of cash flow and investment. The discussion compares IBM's and Honeywell's approaches, noting IBM's strategic messaging and the challenges it faces in achieving profitable growth.

What financial plan was Sam Palmisano associated with during his tenure?

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What challenges is the current CEO facing in terms of company growth?

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How has IBM's shareholder equity changed from 2013 to the present?

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What is the significance of free cash flow for IBM shareholders?

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What strategies did the speaker implement at Honeywell to improve the company's performance?

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What parallels can be drawn between IBM's current situation and past leadership changes?

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What are the implications of borrowing money for share buybacks in the context of IBM's financial health?

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