Author Topic: AAPL - Apple Inc.  (Read 891287 times)

KCLarkin

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Re: AAPL - Apple Inc.
« Reply #6070 on: February 27, 2017, 07:29:20 AM »
getting peanut brittle

The segment of Charlie struggling to open the peanut brittle was definitely a highlight. Doesn't he have assistants to open these things for him?


K2SO

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Re: AAPL - Apple Inc.
« Reply #6072 on: February 27, 2017, 08:58:28 AM »
https://youtu.be/SzXkNb2wfAg?t=48s

Munger discussing it a bit more after the Daily Journal meeting

i had to stop watching once all those fucking weirdos started creeping up behind munger to get their pictures taken with him

haha

Get a pic with an investment "rock star" is like a dream come true! if he shook my hand, I would never wash it ever again! (jk)  ;D

If you watch more, they get even better. Nothing like Charlie talking about worldly wisdom in between picking his ears and getting peanut brittle and muffin crumbs all over his shirt

LOL! I was watching this over the weekend and my 5 year old daughter peeked over my shoulder and asked me who he was. I said he was one of the smartest men alive and she said "he doesn't look very smart - look at all of those crumbs!"

longinvestor

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Re: AAPL - Apple Inc.
« Reply #6073 on: February 27, 2017, 09:19:19 AM »
https://youtu.be/SzXkNb2wfAg?t=48s

Munger discussing it a bit more after the Daily Journal meeting

i had to stop watching once all those fucking weirdos started creeping up behind munger to get their pictures taken with him

haha

Get a pic with an investment "rock star" is like a dream come true! if he shook my hand, I would never wash it ever again! (jk)  ;D

If you watch more, they get even better. Nothing like Charlie talking about worldly wisdom in between picking his ears and getting peanut brittle and muffin crumbs all over his shirt

LOL! I was watching this over the weekend and my 5 year old daughter peeked over my shoulder and asked me who he was. I said he was one of the smartest men alive and she said "he doesn't look very smart - look at all of those crumbs!"
It was hilarious to watch. At 93, it's remarkable that he wants to share so graciously. I thought the groupies interrupted his answers; not wanting to be left out. Quite annoying.

nafregnum

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Re: AAPL - Apple Inc.
« Reply #6074 on: March 03, 2017, 09:36:42 AM »
http://sabercapitalmgt.com/wp-content/uploads/2017/02/Apple-2017-01-31.pdf

http://sabercapitalmgt.com/wp-content/uploads/2017/02/Saber-Capital-2017-02-08-Investor-Letter-2016-Review.pdf

John Huber has some great thoughts about Apple being a consumer brand.  From the 2016 Review letter:

As I visited stores, talked to
consumers, studied their ecosystem, and considered the competition, I eventually came to the
conclusion that Apple shouldn’t be analyzed as a computer hardware manufacturer, it should be
thought of as a consumer brand.

Consumer brands like Nike, Coca-Cola, or Starbucks all do somewhat similar things: they buy
commodities (their raw materials) and sell brands. Nike’s shoes and shirts might be nice, but the
material isn’t all that different than Russell’s or Champion’s, but you may not have even heard of the
latter two companies and you likely have paid a 100% markup or more for Nike gear. The
commodity material is similar, but Nike gets its 50% gross margins thanks to the brand that it has
built over time.


Liberty

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Re: AAPL - Apple Inc.
« Reply #6075 on: April 04, 2017, 05:34:03 AM »
http://daringfireball.net/2017/04/the_mac_pro_lives

Gruber got a briefing on the Mac Pro:

Quote
Let’s not beat around the bush. I have great news to share:

Apple is currently hard at work on a “completely rethought” Mac Pro, with a modular design that can accommodate high-end CPUs and big honking hot-running GPUs, and which should make it easier for Apple to update with new components on a regular basis. They’re also working on Apple-branded pro displays to go with them.

I also have not-so-great news:

These next-gen Mac Pros and pro displays “will not ship this year”. (I hope that means “next year”, but all Apple said was “not this year”.) In the meantime, Apple is today releasing meager speed-bump updates to the existing Mac Pros. The $2999 model goes from 4 Xeon CPU cores to 6, and from dual AMD G300 GPUs to dual G500 GPUs. The $3999 model goes from 6 CPU cores to 8, and from dual D500 GPUs to dual D800 GPUs. Nothing else is changing, including the ports. No USB-C, no Thunderbolt 3 (and so no support for the LG UltraFine 5K display).

But more good news, too:

Apple has “great” new iMacs in the pipeline, slated for release “this year”, including configurations specifically targeted at large segments of the pro market.
"Most haystacks don't even have a needle." |  I'm on Twitter  | Kaizo Trap

fareastwarriors

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Re: AAPL - Apple Inc.
« Reply #6076 on: April 05, 2017, 09:25:47 PM »
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

undervalued

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Re: AAPL - Apple Inc.
« Reply #6077 on: April 12, 2017, 04:56:10 PM »
Don't gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don't go up, don't buy it. - Will Rogers

DooDiligence

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Re: AAPL - Apple Inc.
« Reply #6078 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...
abev | aapl | bbh | cri | ew | esrx | nsrgy | nvo | rgr | trow | vde

mcmaaaaath

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Re: AAPL - Apple Inc.
« Reply #6079 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