Why Bucephalus Research’s Medd Has a ‘Sell’ Rating on Lenovo

The transcript discusses Lenovo's financial performance, highlighting cash flow issues, data center and mobile business performance, and concerns about receivables and inventory. It also covers Lenovo's issuance of a convertible bond and its implications for the debt market. The analysis concludes with an evaluation of Lenovo's cash flow and stock potential, noting improvements but also ongoing challenges.

What are the main challenges Lenovo is facing in its data center business?

How has Lenovo's mobile phone business been performing recently?

What concerns arise from Lenovo's aging receivables and their impact on profit growth?

Discuss the implications of Lenovo's inventory management on its financial health.

What factors could influence Lenovo's ability to self-fund its operations moving forward?