6 months agoTo listen, click here.
My take. Principled. Consistent. A little self-serving.
You must be logged in to post a comment.
on Who’s watching Asimov’s ‘Foundation’ on Apple TV+? (video) 'This is an 8 year endeavour. Best not to judge it over 2 episodes. Many other series had middling reviews…'
on Who’s watching Asimov’s ‘Foundation’ on Apple TV+? (video) 'I watched the first two episodes tonight. Read the books when I was a kid. If I say like it…'
on Ben Bajarin: Forget YoY, Apple’s iPhones are on a four-year cycle 'Perfect. Thanks, Emery for an explanation that is clearer than my attempt (and more accurate). I’m surrounded by smart people.…'
on Ben Bajarin: Forget YoY, Apple’s iPhones are on a four-year cycle 'About 30 years ago, at one of my workgroup’s great lunch sessions, one of my friends calculated that you should…'
on Tigress raises Apple target $16 to Street-high $198 'Dan’s carefully curated data and deep insight sets his target, not peer pressure. Likely next year, Apple’s 5G modem will…' on Ben Bajarin: Forget YoY, Apple’s iPhones are on a four-year cycle 'Upvoted. More to come on this topic, mainly storage. Again, the Apple/TSMC partnership has an insurmountable advantage. First, Apple designers…' on Rod Hall: Apple’s weak August China numbers support iPhone bear case 'The best thing that a current Apple Stock holder can take note of from Rod Hall is his price prediction…'
on Rod Hall: Apple’s weak August China numbers support iPhone bear case 'Hell no! We get enough of his clickbait faux analysis already. So Apple has a one month August pause, acknowledged…'
on Tigress raises Apple target $16 to Street-high $198 'In a note released today, Dan Ives has reiterated his firm’s outperform rating on Apple and current $185 price target.…'
Come on, PED. The guy owns a ton of AAPL, and deservedly so. How could he NOT be easily painted as self-serving?
A more generous soul I have yet to meet.
Every answer given by Tim Cook restated positions that Apple has taken in the past, or predictable non-answers to Kara’s obviously non-answerable questions about future products. Apple’s positions are all based on deep deliberation and deep values.
Kara was self-serving. Kara knows that video content is a non-zero sum game. Hence pointless to question the Netflixx competition. Likewise, FB competition.
As AAPL investors, we are so fortunate.