Seeking Alpha

Tom Guttenberger  

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  • Apple's Loser Strategy [View article]
    You're too kind James! If you aren't long, you should be short. Short it to the ground!
    Sep 13, 2013. 03:45 PM | Likes Like |Link to Comment
  • Apple: Now The Fun Begins [View article]
    I would be perfectly content shorting AAPL to the ground these days.
    Sep 7, 2013. 05:35 PM | Likes Like |Link to Comment
  • Investors Don't Understand Apple's Math - A Mistake [View article]
    I really have no interest in AAPL whatsoever but felt compelled to click this link - what a title.

    Interesting comment thread though, I have definitely also noticed the option manipulation effect. I like when they split the the strike price on OPEX week for some (e.g. strike price of 33.50), I have found that they are solid indicators to look at volumes on.

    And I agree with Mark, coal is a much better investment still.
    Nov 14, 2012. 06:57 PM | Likes Like |Link to Comment
  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]
    I like the premise of the article. AAPL's real-world business has a phenominal hype train behind it, one that trumps the quality of their products.

    One point is that it really hasn't been double counted into their multiple, like it has for, let's say, SBUX. I feel like AAPL's actual business has grown off of trendiness, while the stock has less so. Still wouldn't touch the stock, what are the chances the AAPL brand impacts the multiple AFTER it has impacted consumers' decision making...I think slim.
    Jun 27, 2012. 10:25 AM | Likes Like |Link to Comment
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