ValueAnalyst
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OBVIOUSLY Apple is restriction supply to keep margins in line. A company that can source 250m iPhones in a year must be able to meet demand for a paltry one million a month demand for iPhone SE (which so far makes only 1% of apple installed base) ES…
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I love the content of the article, but some parts are highly speculative. Specifically, I'd like to see the math around "$7B revenue in 3 quarters" and "high margin" statements. $7B revenue would imply ~14m unit sales t best and the estimates I've …
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redstater said: daye said: Apple should persuade more retailers to accept Apple Pay. Apple should make P2P /ATM on Apple Pay. And how are they going to do that? Apple would be asking the retailers to spend millions (and for l…
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jonl said: 3,100 shares is a "vote of confidence"? lololololol And for goodness sake, show some integrity and correctly report "Berkshire's massive outlay" instead of "Buffett's massive outlay". Buffett specifically disclaimed having anythin…
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It baffles me that Apple is focused on adding more banks when CLEARLY the roadblock in front of Apple Pay is lack of vendor support. When can I leave my cards home?
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How is this even news?? 3,100 shares?
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kevin kee said: I don't understand why AAPL is seen as short term gain whereas GOOG and AMAZON are long term investment. Shouldn't it be the other way round? Different investors have different styles. There are a million ways to make mon…
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sog35 said: paul turner said: If anything buffett is letting some young gun buy Apple so he can use it as an example of what not to invest in and according to the press release they were bought before April 30th , Apple stock was t…
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Who's taking bets on how long it takes walmart to reverse course and accept Apple Pay ?
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msuberly said: sog35 said: Says the guy with 10 posts This is a good point, although ValueAnalyst is now up to 22 posts. Had he been here longer he would know it isn't worth debating Sog on stocks. Sog has too many incoherent rant…
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sog35 said: msuberly said: No, he pretty much called it. Buffet doesn't do squat these days except show up for various celebrity investing events, including CNBC interviews and the Berkshire annual meeting. He has effectively been re…
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msuberly said: ValueAnalyst said: Most of Vanguard's holdings is in index funds; meaning they cannot "sell out". Most of the top 50 holders in AAPL are "passive" investor; meaning they do not make discretionary investment decisions. …
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msuberly said: anantksundaram said: LOL. Tepper sold $133M worth in December, and that was equally big -- if not bigger -- news. Didn't see you dismissing those headlines, unless I missed it and you'd like to point me to a link whe…
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SpamSandwich said: Buffet didn't buy it: http://blogs.wsj.com/moneybeat/2016/05/16/berkshire-bought-apple-but-warren-buffett-didnt/?mod=yahoo_hs Called it. But keep in mind that Berkshire Hathaway taking a stake in Apple is still a big v…
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bkkcanuck said: jonl said: We're talking about tech investments here, something Buffet has repeatedly said he doesn't get into, because he doesn't understand tech. Berkshire held $INTC only for around one year, not Buffet's preferred "…
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levi said: ValueAnalyst said: Didi has already denied this rumor: http://techcrunch.com/2016/05/15/didi-chuxing-chinas-largest-taxi-on-demand-firm-denies-plan-for-u-s-ipo-in-2017/ I should get paid for fact checking AppleInsider arti…
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teejay2012 said: He just made about 30 million today from this announcement. How I wish... Haha! I hope that you also would be donating the full $30 million to the Bill & Melinda Gates Foundation for the benefit of people in third worl…
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jonl said: ValueAnalyst said: To AppleInsider staff: Please note that it is highly likely that Warren Buffett had nothing to do with the investment decision to buy AAPL. He may have, but the total amount of the purchase is small enough…
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Didi has already denied this rumor: http://techcrunch.com/2016/05/15/didi-chuxing-chinas-largest-taxi-on-demand-firm-denies-plan-for-u-s-ipo-in-2017/ I should get paid for fact checking AppleInsider articles
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msuberly said: Berkshire's $1B holding in Apple is #16 on its list of publicly traded holdings, and represents less than .3% of Berkshire's market cap. Some other perspective: Berkshire added $1.25B of Phillips 66 stock last quarter...where …