polymnia

MplsP said:

For $80-250, how hard is it to simply type “Command-space, excel, enter?” Actually, you need to type the first couple of letters of a program’s name and it usually pops up. (Besides, MS Office apps take so long to load on my 2016 MBP that saving a second is pretty much pointless.) For other applications, anyone who is reasonably facile on the keyboard can do it just as quickly as taking their hand off, looking down and finding the key on the keypad to press.

Not worth it at all for the task you mention. 

greginprague said:

polymnia said:

greginprague said:

bloggerblog said:

polymnia said:

lkrupp said:

fallenjt said:

And AAPL after hour trading drops over 1%. What kind of WS bullshit is that?

As always, Wall Street doesn’t care about what you did today, it’s about what it thinks you will do in the future. And the Covid-19 delta variant has thrown a monkey wrench into the financial crystal ball, all because 50% of the population are dumb, ignorant morons. There’s also a study out that reveals 1-in-5 believe the vaccines contain microchips. That means 20% of the population are certified idiots.

I'm long into AAPL since 2011. This dip happens more often than not after earnings. I'm happy to see the earning reaction dip is smaller than it usually is.

I see nothing in this report to make me reconsider my long position in AAPL. Except that my Financial Advisor tells me I own too much AAPL. It's not my fault it has 20x-ed while the rest of my portfolio has plodded along at more or less average returns. Probably should rebalance my holdings one day, but my Spidey sense says today is not that day.

Some of us since 1998

Or at least early 2009, only 50.5x here.

Out of curiosity, what does that do to your portfolio? Do you sell periodically to keep your speculative AAPL holdings within a particular % of your portfolio? I haven’t sold yet, but my advisor has brought it up. 

AAPL makes up more than 40% of all liquid assets.  The other 60% is very well diversified.  I make my own investment decisions, so no one is pressuring me to sell.

@greginprague Thanks for the response. I was wondering, specifically, have you ever sold any of that AAPL to keep your AAPL holdings at 40% (or some other target)? Or have you let it organically expand its % of your portfolio due to its inherently faster value growth? I'm at ~20+% AAPL now. I have an advisor, but make my own decisions and operate my portfolio directly, so he truly "advises" and I have thus far ignored his AAPL advice and continue to hold a disproportionately large amount of AAPL.

I have a financial adviser story that put me off of advisors entirely until recently: Around 2002 I had a very small 401(k) rollover which a different advisor helped me with. The iPod was just taking off and as a longtime Mac using graphic designer, I was already a believer. I got a sense that Apple might be at the beginning of something big. I asked her about investing some of the rollover into AAPL and she said she could do that but that it was a crazy idea. I followed her advice. Then I watched my crumby IRA limp along while AAPL skyrocketed.

With some perspective after managing my own portfolio for a couple of decades, I've come to realize an advisor is a great asset, but that I am the captain of my financial ship and the advisor is my helmsman: I say where I want to go, he suggests a course, I might change some details, maybe even grab the wheel myself for some critical maneuvers, but in the end, I still get value from the suggestions even if I don't use all of them.

rob53 said:

When I was a kid, we got 5% interest on savings accounts. That was when banks actually served people instead of their CEOs and the stock market. 2% is nothing except when you compare it to the 0.01% most banks give you.

And your parents paid 12% on the mortgage. interest cuts both ways. If you are a borrower, low is good. A saver? High is good. 

entropys said:

macxpress said:

Not sure why this needs to exist when there's the Mac Studio and Apple Studio Display. 

Becuase they are more expensive. The value proposition of the old iMac 27 inch was pretty good.

The old 27” iMac is how I pay the bills in my business. If a pro version were available I’d certainly consider it. The prev iMac Pro came out after I bought my current machine. But it is it is nearing replacement age…

Though I like my Apple TVs, I trust Sonos to better execute on connected media devices. I LOVE my Sonos gear. Their neutral support of pretty much every streaming service, without favoring an in-house service is refreshing. Loading a queue of mixed content from various services is a superpower that I really like. 

ravnorodom said:

Greedy executives from Pantone company. Adobe needs to create their own color swatches and ditch these blood sucking leeches. 

It would be quite different to me if Pantone (owned by X-Rite) had developed an elegant subscription product. The promise of subscription software is that the continuous payments buys you a continuously updated product that works reliably. The Pantone Connect App does not deliver on this promise. I'd happily pay if they made it easy for me to access the full library. It would be worthwhile to me, even preferable to the incomplete Pantome libraries included by default in Creative Cloud software. If you wanted the full set, it's been necessary to create your own libraries using the legacy Pantone app which is laborious. I know IT at creative agencies that have built these libraries for the creative staff, but it's an onerous project for a solo freelancer to do on their own. 

one word: Screens.app

problem solved.

bloodshotrollin'red said:

polymnia said:

the Beats acquisition looks smarter everyday. 

You're kidding...right? I've never heard Beats marque headphones sound anything but truly dreadful. They don't remotely come close to being of audiophile quality.

Of course they aren't audiophile quality. You mistakenly assume I use these for critical listening. 

you also seem to be under the delusion that these are marketed as an audiophile device. Have you looked at beats website? It's full of people working out and moving around. There is nothing on that site that says audiophile quality to me. 

I have a great great stereo system for critical listening. And I'm sure if I listed the components and what I paid for them someone else would call me crazy for wasting my money when I could have bought a Samsung sound bar instead. 

I use the powerbeats for listening to podcasts, radio and phone calls while at work and walking my dog. 

All the the above points aside, you've managed to completely miss the reason I think the beats acquisition is looking better. It is not because I expect audiophile headphones. The reason it looks better to me is they have managed to tie beats headphones closer to the core Apple product line. The acquisition puts Beats headphones on the shortlist of any Apple user who is in the market.