Ron Fredrick on Apple flipped China's 'Single's Day' sales from -5% to +3% - 'Gregg Thurman said:”If I were long AAPL I’d ride the bumpy road until it recovered.” **Gregg, my wife and I continued holding 100% AAPL when it dropped -4% in 2002, -57% in 2008, -5% in 2015, -7% in 2018 and -27% in 2022…so we‘re very familiar with that bumpy road to which you’re referring. 🙂 But, I also know that since I retired in 2008, AAPL has had two major splits and the share price has increased dramatically, especially considering those down years. As of market close today, our 100% AAPL portfolio has 44.1 times the worth it had when I retired. So, at this stage, I know we could endure a pullback in AAPL share price very much easier than in the early days of our AAPL investment. I appreciate your comment about using options to “hedge my bet” but, at my age and with AAPL’s performance over the past 24+ years, I’m well past considering any other type of investing other than being long AAPL.'
on Apple flipped China's 'Single's Day' sales from -5% to +3% - 'It shouldn’t be a surprise that iPhone did so well. Giving your loved one anything other than an iPhone would be like giving her a cubic zirconia instead of a diamond. It isn’t the actual difference in quality, it’s the perception of the difference in quality.'
on Apple at $278.85: Fourth all-time high in four trading days - 'I’m hoping it was for everyone else as well.“ It was for me, I got to order a new iPad Pro 13 inch M5'
on Apple flipped China's 'Single's Day' sales from -5% to +3% - 'Nice. Astute. And certainly, all of the out-performance relative to S&P.'
on Apple at $278.85: Fourth all-time high in four trading days - 'With the sales uptick in China and demand for the iPhone 17 remaining strong as we head into the holiday season, those first quarter numbers ought to be something special. Toss in these recent short numbers, and when those shares are covered it could be quite the ride for long term farmers: Short interest was (118.199) Million as of September 15, 2025. 2.127 Short interest was (110.777) Million as of September 30, 2025. 1.744 Short interest was (109.135) Million as of October 15, 2025. 2.628 Short interest was (115.557) Million as of October 31, 2025. 2.198 Short interest was (114.913) Million as of November 15, 2025. 2.442'
on Premarket: Apple is green - 'Greg, love that you’re hedging yourself with the spread approach, unlike the Reddit folks on r/wallstreetbets who buy risky longs and puts on Robinhood, and end up deeply in the red, because they didn’t limit their downside.'
on Apple flipped China's 'Single's Day' sales from -5% to +3% - 'Michael: Just looking at the numbers: Over the past 10 years Apple is up 846.14%, Microsoft has advanced 779.21%, Google has gained 735.11% and Berkshire has moved higher by 274.67%. Over this same 10-year period the S&P 500 has gained 227.69. In other words, over the past 10 years Berkshire has barely beaten the performance of this widely followed index. As much as I respect Warren Buffet and appreciated the wit and wisdom of the late Charlie Munger, Berkshire’s investment decisions are not ones I consider to be a road map to follow at this point in time.'
on Apple flipped China's 'Single's Day' sales from -5% to +3% - 'Thanks, Michael! And luckily, Tommo hedged his bets, although I think he was out of the stock when he left us.'
on Strategic News Service warning: China is weaponizing American AI - 'We’re getting well off-topic, but it is worth noting some of the conspiracy theories on Covid origin have passed significant (peer) review. The skeptic in me says “Well, given what we know, a human origin can’t be completely ruled out.”'
on Premarket: Apple is green - 'Gregg, I’ve got 50 Jan $275/$280’s from your suggestion earlier this month. Good Luck to us!'
on Strategic News Service warning: China is weaponizing American AI - 'Me too. I was with it until that, and then they leapt deep, deep, deep into internet conspiracy theory territory. Definitely not the best way to buttress your credibility.'
on Strategic News Service warning: China is weaponizing American AI - '“Covid Wuhan Lab release” makes me discount everything else this guy says.'
