Hewlett Packard Enterprise Stock is a Beast! Elliott's Stake Could Unleash a Witcher's Potion of Profit!

A Witcher's Eye on the Market

Right let's see what's brewing in the market. Seems this Hewlett Packard Enterprise or HPE as they call it is stirring up some interest. Bunch of mages slinging cloud services and servers eh? Like a potion gone wrong their stock price is lower than a drowners' belly but I smell a chance for a silver sword to shine.

Elliott's Gamble: A Witcher's Contract?

This Elliott Investment Management they're like a seasoned Witcher taking on a contract. They've sunk a hefty 1.5 billion into HPE betting they can turn the tide. They're not just tossing a coin in a wishing well; they're looking to shake things up from the inside. More power to them if they can fix whatever mispricing and execution issues that has gone unnoticed they will be well rewarded.

Networking: A Witcher's Hidden Blade?

The article blabs about networking business HPE's 'Intelligent Edge' being the real treasure here. Apparently Cisco and other blokes are trading at 12x EBITDA. So basically that's a higher multiple business that Dell doesn't have and if HPE's Intelligent Edge traded at that multiple it would be worth almost the entire enterprise value of HPE today. That's a hidden blade right there worth more than a griffin's weight in gold.

Juniper's Web: A Witcher's Trap?

Ah but here's the catch. This HPE is trying to swallow Juniper Networks a networking peer to HPE and Cisco for a tidy $14 billion. Seems the Department of Justice has their hackles up smelling a monopoly. If the deal falls through HPE will be swimming in more coin than Dijkstra's coffers but with no idea how to spend it. Risky business that. "Evil is evil. Lesser greater middling… Makes no difference."

Elliott's Meddling: A Witcher's Intervention?

That's where Elliott comes swaggering in. They want a seat at the table to make sure HPE doesn't go splashing all that cash on whoreson acquisitions. They've wrestled with Juniper before know their game. Might just be the shareholders' best chance to keep their crowns on straight. Think of it as a Witcher's intervention – sometimes you need a professional to sort out a mess.

Tariffs: A Witcher's Shield?

Lastly there's talk of tariffs. Seems HPE's servers are mostly made in Mexico dodging some trade squabbles. Dell on the other hand is more exposed their PC products mainly coming from China. It's like having a Witcher's shield against the storm eh? Less to worry about when the Skelligers start raiding.