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Joseph Bland on Apple, the last megacap tech growth stock standing 'Net income growth+massive cash flow+buybacks=”growth stock” =AAPL From the POV of the long term investor, Apple, as many of us…'
on Mark Gurman: Apple's next industrial design chief doesn't work at Apple 'It may be that design at Apple is somewhat less important than it used to be. John Gruber suggested this.…' on With 18% of the smartphone market, Apple took 85% of the profits last quarter 'It is very interesting that we now have documented evidence of the “premiumization trend“. There has long been a tension…'
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…'