Horace Dediu: Apple gets no respect on the Street

4 Comments

  1. Robert Stack said:
    One of the many things to appreciate about Horace is that he cuts through so much FUD (and BS) with these simple yet highly informative graphs. It was primarily his postings at asymco.com that gave me the confidence to hold AAPL through many downturns in the stock price over the years. And because I did hold, I felt financially secure enough to retire last year. And of course, there’s just one more thing: It was through his tweets that I learned about Apple 3.0.

    If you’re reading this Horace, let me just say THANKS!

    16
    January 26, 2022
  2. Michael Goldfeder said:
    As a long term shareholder in Apple who doesn’t do puts and calls, or get involved with complicated short term technical analysis, the graphs and incredible information prepared by Horace are unrivaled by anyone on WS. The simplicity of this particular chart cuts through all of the WS BS with the simplicity and point of fact that only Horace Dediu can put together with crystal clarity.

    Once again, thank you for the incredible work you do for us Apple shareholders. It’s beyond phenomenal and extremely appreciated!

    2
    January 26, 2022
  3. Robert Paul Leitao said:
    Thank you, Horace! I appreciate the clarity this chart provides! My first takeaway is content streaming has become a very crowded space and consumers will be making deliberate choices concerning their spend on streaming as we move beyond the pandemic period.

    0
    January 26, 2022
  4. Robert Paul Leitao said:
    Just taking a different view of the charts: Like I said there’s tech and high-quality tech. There is a difference. There’s also some formerly high-flying pandemic plays that will be challenged to regain traction as consumers move on and begin their post-pandemic new norms.

    0
    January 27, 2022

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