Tag Archives: Microsoft

Stock Picking Matters: Apple v Microsoft

Stock picking is true for even us Global Macro types. Past may not be prologue as the WSJ article from where the chart is sourced argues,  but this is one incredible 10-year outperformance. Microsoft for the past decade also has … Continue reading

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Even at $700, Apple is not a bubble — Felix TV

Good job,  Felix!  He gets it and provides  a really cool graphic to prove it. …This is the way sensible markets work.  You start with high [PE] ratios with a low valuation and you move up to low ratios with … Continue reading

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What’s Up at the CES

(click here if video is not observable)

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