I had a buy rating for Hewlett Packard Enterprise (NYSE: HPE ) previously, as I thought the valuation discount to peers presented an attractive opportunity, especially with the Juniper acquisition. With the transaction now closed, II’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit ...