The dance of the trillion-dollar megacaps, cont.


  1. Gregg Thurman said:
    Not that it really matters.

    Perfect observation.

    May 28, 2020
  2. Jerry Doyle said:
    Perhaps the observation that matters is the P/E ratio of each company. Apple has a PE of 25.31 and MSFT of 30.53.

    May 28, 2020
    • Gregg Thurman said:
      WS values recurring revenue much more so than it does from physical produces, hence the higher ISM (Investor Sentiment Multiplier).

      On the bright side, as Apple’s Services revenue become an ever larger percentage of total revenue we can see (from MSFT’s example) where AAPL’s ISM may go.

      That example only requires AAPL’s EPS to be about $13.50 to reach a value of $400.

      Easy, peasy, Japaneasy.

      May 28, 2020

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