Seeking Alpha

Simit Patel

 
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  • Is The Apple Bubble Popping? [View article]
    i find amazon's long-term growth prospects to be stronger, mainly because of AWS and their distribution business. in my opinion, apple is perpetually dependent upon hit new products -- which to its credit has managed to pull off since the return of jobs -- as well as selling high-priced products in a world where i think consumer spending will be tough to come by, especially in western economies.
    Apr 24 07:50 PM | 1 Like Like |Link to Comment
  • An Apple Bubble Is Forming [View article]
    see other articles i wrote on apple, some of which were bullish. i've always expressed concern for apple as a buy and hold, and view it better for trading. i fully acknowledge being wrong on this, but when you cite an article saying i was short apple in 2009, it is worth noting the perspective i am operating from.
    Mar 18 10:17 AM | Likes Like |Link to Comment
  • An Apple Bubble Is Forming [View article]
    is this the same SEC that couldn't stop madoff and enron? although CFDs being illegal is due more to the NFA, which wants to protect the futures industry. you can tell yourself it's about your own safety if you'd like.

    i may take a shot at shorting. as i noted in the article, it's important to wait for the right technical setup and be willing to be wrong (so cut losses short) to take advantage of this speculative opportunity. from this perspective, identifying that a bubble is forming is useful, as it alerts to us to the potential opportunity in finding technical setups to reverse.
    Mar 18 10:15 AM | Likes Like |Link to Comment
  • For Apple's Textbooks To Succeed, It Needs To Find The Right Customers [View article]
    i would argue the iphone found a new market for those who needed/wanted a pocket sized computer. if you wanted a pocket-sized computer, it was slim pickings before the iphone came along and found the right formula.
    Jan 19 05:03 PM | 1 Like Like |Link to Comment
  • For Apple's Textbooks To Succeed, It Needs To Find The Right Customers [View article]
    P/E calculations are based on their latest quarterly statments that report their earnings -- i am not subtracting cash.
    Jan 19 04:59 PM | Likes Like |Link to Comment
  • Delay Of iPhone 5 Creates Dip Buying Opportunity With Apple [View article]
    i'm a technology entrepreneur and was previously a stock analyst for internet companies during bubble 1.0, so i consider the subject to be within my realm.
    Oct 5 10:11 PM | Likes Like |Link to Comment
  • Apple Long-Term Trend Likely to Continue, Albeit at Slower Rate [View article]
    lol, no i don't want to write a swap with you. i believe gold and silver will outperform equities and write about them routinely.
    Jul 19 05:10 PM | Likes Like |Link to Comment
  • Apple Long-Term Trend Likely to Continue, Albeit at Slower Rate [View article]
    yes, i do. we live in a world of centrally planned economies functioning from the top down. understanding global central bank activity helps one understand the flow of capital and the corresponding change in the set of global prices.
    Jul 19 12:15 PM | Likes Like |Link to Comment
  • Apple Long-Term Trend Likely to Continue, Albeit at Slower Rate [View article]
    to clarify, i believe the following:

    1. google's share price will appreciate, though perhaps not much more than the cost of living, thus i don't view it as a particularly ideal way to grow one's wealth
    2. the outlook for apple is slightly better than google in my opinion; i think it will increase and outpace inflation, though i doubt it will generate the returns in purchasing power it has in years past.
    3. i'm more bullish on other investment opportunities. lots of stuff will make money, i'm interested in what i believe is the safest path to the largest amount of money. google and apple do not meet those criteria, i believe many other assets rank ahead.
    Jul 19 10:46 AM | Likes Like |Link to Comment
More on AAPL by Simit Patel
COMMENTS STATS
219 Comments
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