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Benedict Tubuo (Beevest)

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  • Apple: Between Icahn And A Much Harder Rock [View article]
    Rappenco - thanks for reading and the comments. Do you use cash to buy innovation and creativity or do you "stay focused" as Apple is doing? The expectation for continuous organic genius from Apple, in my opinion, is misplaced. But if they find innovation from the outside then it will not really be Apple would it? Hence the dilemma of their current situation.
    Jan 30 12:22 PM | Likes Like |Link to Comment
  • Apple: Still Calm Before The Storm [View article]
    Jhalgren – Let me repost the intro of the article for you and lace it with examples. “The trodden path of corporate highways is laden with corpses of corporations that grew to relevance and forgot to stick with the formula that brought them success” – MSFT, NOKIA, RIM, etc. Shall I continue? These companies might find ways to reinvent themselves but they too were industry leaders at certain points in their history.
    Nov 8 09:55 PM | Likes Like |Link to Comment
  • Apple: Still Calm Before The Storm [View article]
    FredHSTein - some of these ratios including PEG are a mix of variable and fixed assumptions. Ratios should be a lense though which you look at the landscape, not the landscape.
    Nov 8 09:42 PM | 1 Like Like |Link to Comment
  • Apple: Still Calm Before The Storm [View article]
    goofydon – You make conflicting arguments. You imply that Apple is innovative by stating that they make most of their revenue from two products and then turn around and say it does not matter if they forget about that in an attempt to grab sales. I concur with your first point not the second.
    For the South Korea comment – I would say that you consume the best product or service regardless of where it is made or originates. If you own an Apple product you should check where they are manufactured.
    Nov 8 09:37 PM | Likes Like |Link to Comment
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109 Comments
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