Category Archives: Apple

Apple Data Summary

This table was released with Apple’s earnings this afternoon. Click on table to enlarge and for better resolution (click here if table is not observable)

Posted in Apple | Tagged , | Leave a comment

Apple versus lemon – Economist

(click here if chart is not observable)

Posted in Apple | Tagged , , | Leave a comment

Mood, momentum and Apple – FT

Good stuff. It is difficult to put a true value on a stock without being influenced by its price. Aswath Damodaran, professor of finance at NYU Stern Business School, tells John Authers that movements in Apple’s price and valuation create … Continue reading

Posted in Apple | Tagged , , , | Leave a comment

Apple Data Summary

Here’s the data summary from Apple’s earnings release click table to enlarge (click here if table is not observable)

Posted in Apple | Tagged , , | Leave a comment

What Bubble?

Take a look at the relative growth of Qualcomm‘s market cap, revenues, and earnings since 2005 as presented at the company’s annual meeting last month.    No bubble in the stock price here. The big question is:  has the massive … Continue reading

Posted in Apple, Technology | Tagged , , | Leave a comment

Is Apple About To Reinvent Itself?

Back in January 2011 we posted the following about Apple: It’s our sense that in five years Apple may well have reinvented itself into a mobile medical company, where an iPhone/iPad-type device becomes a medical clinic in, say,  a rural … Continue reading

Posted in Apple | Tagged , , , | 1 Comment

Apple’s Jony Ive on Charlie Rose

Good discussion with Apple’s “Creator in Chief.” Click here for interview (click here if pictures are not observable)

Posted in Apple, Video | Tagged , , | Leave a comment

Apple’s Q4 Sales By Product and Area

Click on table to enlarge and for better resolution (click here if table is not observable)

Posted in Apple | Tagged , , , , , | Leave a comment

Apple Breaks Out

Nice to see one of our old faves trading better.  We sense Apple may become a “laggard of choice” as institutional investors look for ways to play catch up in their performance. (click here if chart is not observable)

Posted in Apple | Leave a comment

Ouch!

Wow!   Here’s a new definition of China Mobile. The pain we took yesterday in Apple was enough to cut the position.  Lucky us.  Not! (click here if video is not available)

Posted in Apple | Leave a comment