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Apple-led rally: "Less about FOMO than repricing risk"apple rally fomo risk6 years ago
Published January 12, 2020 by Philip Elmer-DeWitt

Apple-led rally: "Less about FOMO than repricing risk"

Has the market reached a top? Two head-scratching clips from Friday's Halftime Report on CNBC: Downtown Josh Brown: "There's something bigger going on." Thomas Lee: "It's…

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How a smart analyst got Apple so wrong (video)josh brown apple multiple6 years ago
Published December 18, 2019 by Philip Elmer-DeWitt

How a smart analyst got Apple so wrong (video)

Downtown Josh Brown, who knows the guy, says it's all about the multiple. 

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Thesis: 'Steve Jobs would have been a horrible CEO in this moment'steve jobs horrible ceo6 years ago
Published October 21, 2019 by Philip Elmer-DeWitt

Thesis: 'Steve Jobs would have been a horrible CEO in this moment'

“Could you picture, in a million years, Steve Jobs threading the needle in the way Time Cook has?” — Downtown Josh Brown (@ReformedBroker) Cue the video…

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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