From CNBC's Squawk on the Street Wednesday:
My take: Also, over the past 12 months, losers.
3 years agoJim Cramer: Apple doomsayers are 'dumb as wood' (video)
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3 years ago
My take: Also, over the past 12 months, losers.
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on This week's Apple trading strategies (2/6-2/10/23) '@Emery The buybacks have made the share price much more predictable by ironing out the amazing 5-10% daily moves the…' on This week's Apple trading strategies (2/6-2/10/23) '@ Jospeh in the end the cow gets served up for dinner though 🙂' on Mark Gurman: Apple's next industrial design chief doesn't work at Apple 'My take: For the second time in a few months, I find myself in agreement with Gurman. I’ve been harping…'
on Mark Gurman: Apple's next industrial design chief doesn't work at Apple '“…. Design is one of the most critical departments at Apple. Having no one to take up the mantle is…'
on This week's Apple trading strategies (2/6-2/10/23) '@ Tommo: “The cowboy ropes a cow with ease; the farmer steals her butter and cheese – but that’s no…' on Mark Gurman: Apple's next industrial design chief doesn't work at Apple '@ Kirk: Upvoted. “Creatives are good at understanding each other and at polishing the stone of a design ideal.” The…' on With 18% of the smartphone market, Apple took 85% of the profits last quarter 'Forget market share. It’s all about the installed base. Total worldwide “smartphone” installed base is hovering around 4.5 B, but…'
on Mark Gurman: Apple's next industrial design chief doesn't work at Apple 'A forced evolution of leadership/control. The Jobs/Ive era was a once in a lifetime ‘coming together of the minds’. Since…'
on With 18% of the smartphone market, Apple took 85% of the profits last quarter 'Flat footed? Samsung is selling Flip:Fold at 70%:30% ratios. At $999 and $1799, Samsung will be lucky to sell 8-9M…'
on This week's Apple trading strategies (2/6-2/10/23) 'How has the stock buy-backs impacted your analysis? Do you think the buy-backs have changed some of the patterns, either…'
What the market, most analysts, and most people don’t see, is: “Apple is the most innovative company around”. Wearables? Mobile Payments? People talked for years. Apple nailed it. That’s just the obvious stuff.
Deep in chip design and the sw stack, and deep in supply chain, Apple innovates like nobody else. Boring topic, until one realizes that those investments give Apple a lead that would cost perhaps $50B to close. (I made up this number $50B – no matter, the gap is big, based on many years of internal development and acquisitions.) Only Samsung and Huawei can compete in theses areas. No other company has the money nor the time. In the US, they’re constrained by investor sentiment.
The above discourse shows Tim Cook’s leadership at its best. He pursued the right choices, with no regard for what others thought of him, ignoring short term opportunities that could take Apple off track. Tim’s words, “I’ve got the hide of rhinoceros, which comes in handy as CEO of Apple.”
I like it!
The market got the Apple story so wrong for so long – so go long!