From a note to Loup Venture subscribers that landed on my desktop Wednesday.
6 years ago"His goal isn't to understand Apple. Instead, it's to generate contrarian views about Apple."
Read More Neil Cybart: What's behind Toni Sacconaghi's bizarre theories of Apple
6 years agoFrom wsj.com's "U.S. Stock Futures Slide With Stimulus Talks Gridlocked" posted early Thursday.
"All that we've learned about the law of large numbers, you can kind of throw it out the window!"
Read More Apple at $2T: What the squawking heads are saying (videos)
6 years agoThe first public company to achieve a market cap of $2 trillion dollars is the one the two Steves started 44 years ago in a Cupertino garage.
Less than three weeks ago, Apple was still trading in the 300s.
But trade tensions and the TikTok affair have left Apple newly vulnerable to Chinese sanctions.
Read More In China, Apple CEO Tim Cook is to business what Henry Kissinger was to politics
According to analyst Toni Sacconaghi, Apple still underspends on innovation compared with Amazon, Google and Facebook. From a note to clients that landed on my desktop…
Read More Bernstein: Steve Jobs was R&D tightwad, Tim Cook less so
6 years agoFrom wsj.com's "U.S. Stock Futures Wobble After S&P 500’s Record Close" posted early Wednesday.
The Street doesn't seem too worried about Epic.
Read More Boom! Apple closes at $462.25, a new all-time high









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