Author Topic: AAPL - Apple Inc.  (Read 1111569 times)

DooDiligence

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Re: AAPL - Apple Inc.
« Reply #6070 on: April 12, 2017, 05:44:23 PM »
https://www.youtube.com/watch?v=leFuF-zoVzA

Very nice find!

Looks like a fun trip.

Imagine, Apple does this 500,000 times a day.

http://www.everysecond.io/apple

At the end it almost sounded like he was recruiting for US based Apple manufacturers.

The WeChat pay was interesting too...
abc | abev | aapl | bbh | brk.b | cvs | dva | dis | ew | ffxdf | gpc | mo | nvo | sftby | vde

7 months left in the BRK.B 1st of the month DCA program (hoping 4 a selloff 2 go all in!)

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mcmaaaaath

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Re: AAPL - Apple Inc.
« Reply #6071 on: April 21, 2017, 09:23:58 AM »
I posted about Apple-- trying to refute Bluegrass's short thesis on VIC.

http://www.biremecapital.com/blog/apple


TorontoRaptorsFan

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Re: AAPL - Apple Inc.
« Reply #6072 on: April 21, 2017, 10:31:26 AM »
Apple Pay Promised to Make Plastic Obsolete. Then Came Wary Shoppers, Confused Clerks
Just 13% of iPhone users have tried the mobile-payment service, by one estimate; Apple works to recruit, train merchants

https://www.wsj.com/articles/apple-pay-promised-to-make-plastic-obsolete-then-came-wary-shoppers-confused-clerks-1491384606

I recently started using Apple Pay and love it. I was telling some friends about it. Showed them how to set it up and they said the process for payment was easier than they thought. I think a product like this really needs to be spread by word of mouth vs a big saturation of marketing. It would help if the banks showed customers how to use it at local branches.
AAPL, BAC, BAM, CMG, DIS, NKE, SBUX
(My Sainted Seven)

fareastwarriors

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Re: AAPL - Apple Inc.
« Reply #6073 on: April 30, 2017, 04:24:49 PM »
Apple’s Cash Hoard Set to Top $250 Billion
Tech giant’s unequaled stash draws calls for buybacks, acquisitions as corporate tax shift looms

https://www.wsj.com/articles/apples-250-billion-cash-pile-enlivens-hopes-fuels-expectations-1493566748

globalfinancepartners

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Re: AAPL - Apple Inc.
« Reply #6074 on: May 02, 2017, 08:14:16 AM »
Berkshire Hathaway's 133 million shares are getting awfully close to $20 Billion in market value.  It will be interesting to see the updated capital return plan announcement this afternoon.  And earnings as well obviously

roark33

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Re: AAPL - Apple Inc.
« Reply #6075 on: May 02, 2017, 09:12:59 AM »
I am curious if the 20B number has any meaning or are you just noting that? 

Liberty

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Re: AAPL - Apple Inc.
« Reply #6076 on: May 03, 2017, 08:37:28 AM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | Watch this, please

fareastwarriors

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Re: AAPL - Apple Inc.
« Reply #6077 on: May 08, 2017, 11:57:08 AM »

roark33

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Re: AAPL - Apple Inc.
« Reply #6078 on: May 08, 2017, 12:16:51 PM »
What's funny is since Palihapitiya pitched Amazon last year at Sohn, Amazon is up 40% vs. Apple (which he poo-pooed), which is up 67%.

So much for efficient markets. 

johnny

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Re: AAPL - Apple Inc.
« Reply #6079 on: May 11, 2017, 04:23:51 PM »
Just dropping in to point something out:

I've always considered the most important/relevant metric for iPhone performance to be the rolling 24 month units figure, since the tick-tock release schedule became an obvious analysis challenge with iPhone 6. This metric has served me pretty well, especially last year when people were despondent about the YoY drops, but the T24M figure showed still healthy improvement.

This is the first quarter where that number dropped, ever. This is obviously not a catastrophe for the business, and it's only a modest drop, and we all know that the performance of the iPhone 7, given the lack of a substantial cosmetic overhaul, is still pretty good. But it's still the first time the number has dropped. So, maybe we're about to go into another supercycle and everything will still look great in a year, but it is clear we're starting to bang on the ceiling for iPhone growth

I'll also point out that, by my (pretty conservative) reckoning of the pseudo-EV of Apple, the valuation of the company has more than doubled in the past year (I have it at 7x last May, and 14.4x today). I only mention this to remark on how weird this market is. Nothing about Apple today should make it seem like its future is brighter than last year; by almost every measure I'd say it's less well positioned, advantaged by a smaller margin (in the areas where it leads), lagging by a larger margin (in the areas where it falls behind), with a few more flops to and missed opportunities to give investors pause.

On the bright side, I think Apple/Berkshire combined are creating a pretty strong impression of a price floor for the stock, so I don't think anybody holding shares today has to worry about the sort of insane valuation decapitation that happened back in 2013. But it's just no longer the sort of screaming "obvious" buy that it has been for so long.