Author Topic: AAPL - Apple Inc.  (Read 1586572 times)

John Hjorth

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Re: AAPL - Apple Inc.
« Reply #6780 on: February 27, 2020, 01:05:45 PM »
Time for a good laugh in the middle of the market carnage and all the bad news :

Just before Christmas, I took the plunge and bought an iPhone 11 Pro Max 512 GB [migrating from a Samsung Galaxy S4 ... - Yeah, cheap-skate, I know! [ ; - D ]]

Last Saturday, I grabbed the Berkshire 2019 Annual Report [p. 19 of the document] to calculate buybacks for the period January 1st - February 13th 2020, as Class A shares equivalents, by converting outstanding B shares February 13th to equivalent A shares.

First attempt :

1,385,994,959 / 1,500 = [result : ->] 92,399.6633.

After which, me thinking : "Huh? - Typo error on the calculator! - try again!"

Second attempt :

1,385,994,959 / 1,500 = [result : ->] 92,399.6633.

After which, me thinking : "What the f***??"

Third attempt :

Typing [and carefully looking at the numbers display, before mkving on typing : 1,385,994,959. IN the numbers display : 138,599,495 [<- ! - It simply throws away the "9" typed least! [bacause there is not enough space for the last digit on the same line?! [coder 6/or developer brain fart?! - This is a calculator, damn it!] -continuing typing after that : / 1,500 = [result : ->] 92,399.6633.

Fourth attempt [this time holding the iPhone horizontal!] :

1,385,994,959 / 1,500 = [result : ->] 923,996.6393333333. [<- !, & certainly not equal to : 92,399.6633!]

- - - o 0 o - - -

This is ridiculous!

- - - o 0 o - - -

Now switching to calculating [adjusted] book value per share for Apple Inc. YE2019 [AAPL EOP2020Q1, ref. the latest 10-Q]] [I know it doesn't matter much for valuation of AAPL, but anyway!] :

Vertical position of Iphone :

89,531,000,000  / 4,375,480,000 = [result : ->] 2.04619836.

Horizontal position of Iphone :

89,531,000,000 / 4,375,800,000 = [result : ->] 20.46048722519311.

- - - o 0 o - - -


[ : - / ]
« Last Edit: February 27, 2020, 01:23:31 PM by John Hjorth »
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Viking

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Re: AAPL - Apple Inc.
« Reply #6781 on: March 14, 2020, 10:01:06 AM »
Priced in? If so, priced in for how many weeks?

They state this is until March 27. Seems aggressive.

Apple to shut all stores outside of Greater China to curb coronavirus spread
https://finance.yahoo.com/news/apple-to-shut-all-retail-outlets-outside-of-greater-china-091836493.html

Apple (AAPL) will shutter all of its retail stores outside of China until March 27, in a bid to contain the coronavirus outbreak that’s throttling the world economy and upending daily life.

In a letter on its website posted late Friday, the tech giant — which shut its outlets in China when the virus first began spreading there — announced a list of moves its making to prevent community spreading of COVID-19.

The biggest involves Apple closing most of its 500+ sleek, glass-encased outlets across 25 countries that bear its iconic logo. Instead, the company is directing customers online and to its app.

“One of those lessons is that the most effective way to minimize risk of the virus’s transmission is to reduce density and maximize social distance,” CEO Tim Cook wrote. “As rates of new infections continue to grow in other places, we’re taking additional steps to protect our team members and customers.”

As the disease gains a toehold in the U.S., businesses, states and localities have implemented social distancing tactics that involve bans on large gatherings, closing schools and allowing employees to work from home — with large, bustling cities starting to resemble ghost towns.
« Last Edit: March 14, 2020, 10:03:14 AM by Viking »

Liberty

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Re: AAPL - Apple Inc.
« Reply #6782 on: March 18, 2020, 05:36:00 AM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Liberty

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Re: AAPL - Apple Inc.
« Reply #6783 on: March 25, 2020, 12:28:33 PM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Hoodlum

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Re: AAPL - Apple Inc.
« Reply #6784 on: March 25, 2020, 01:41:47 PM »
iPhone 12 suppliers are being told to start supplying parts by the end of August.  That would suggest a 2-3 month delay when compared to other years so this might get pushed out to 2021 for significant volumes.  This report came out just before the NA markets closed so that might account for the greater drop in AAPL compared to indexes.

https://asia.nikkei.com/Spotlight/Coronavirus/Apple-weighs-delaying-5G-iPhone-launch-by-months-sources-say

"We have been notified to start shipping in big volumes to meet Apple's new product launch by the end of August, instead of like in previous years, when it would be sometime in June," said a supplier of components related to printed circuit boards. "The change was made very recently, and that could imply that the mass production of the phone could also be delayed for months."




Spekulatius

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Re: AAPL - Apple Inc.
« Reply #6785 on: April 17, 2020, 04:03:19 AM »
Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall.

I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September.

FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives.
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rkbabang

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Re: AAPL - Apple Inc.
« Reply #6786 on: April 17, 2020, 07:48:24 AM »
Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall.

I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September.

FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives.

I agree, if they can be accurate on the wrist. The finger oxygen sensors are pretty cheap even with inflated high demand prices.  I recently bought a fingertip oximeter for $35 on Amazon, just to have one in the house.  I was surprised they even had them in stock.  Having one of these along with video conferencing a doctor could save you an unnecessary trip into a doctors office. Even with all the panic people must not be thinking about this yet.

EricSchleien

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Re: AAPL - Apple Inc.
« Reply #6787 on: April 17, 2020, 11:14:10 AM »
Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall.

I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September.

FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives.

My dad checking his oxygen at home with COVID-19 probably saved his life. He said to me if he didn't have a way to check that at home, he wouldn't have felt it necessary to call an ambulance and would have been living for a few days in the high 80's oxygen saturation. I purchased one at home for about $30 bucks on Amazon just for my own peace of mind.

Castanza

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Re: AAPL - Apple Inc.
« Reply #6788 on: April 17, 2020, 11:19:29 AM »
Some things to keep in mind or let individuals know (parents) if they are going to use consumer grade oximeters

https://www.consumerreports.org/medical-symptoms/covid-19-pulse-oximeters-oxygen-levels-faq/

Liberty

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Re: AAPL - Apple Inc.
« Reply #6789 on: April 17, 2020, 11:23:40 AM »
Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall.

I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September.

FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives.

My dad checking his oxygen at home with COVID-19 probably saved his life. He said to me if he didn't have a way to check that at home, he wouldn't have felt it necessary to call an ambulance and would have been living for a few days in the high 80's oxygen saturation. I purchased one at home for about $30 bucks on Amazon just for my own peace of mind.

I got one too in late Feb or early March, and glad to have it just in case to provide more objective data if needed. Of course, these consumer grade devices aren't as accurate as hospital masimos or whatever, but they are likely much better than nothing.
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen