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  • Carl Icahn's Valuation Of Apple Is Too High
    Sun, Oct. 12 AAPL 88 Comments

    Summary

    • Carl Icahn published another letter to urge Apple to buy back more shares and is valuing the stock at $203 per share (equivalent to $1.2 trillion in market cap).
    • I believe Icahn's valuation of Apple is too high because of the key assumptions he used in his revenues and earnings forecasts.
    • Based on my estimate, Apple’s current fair intrinsic value should be around $796 billion in market cap or $131 per share.
  • Flappy Bird, Apple And Google, And The Rise Of Mobile Games
    Sat, Mar. 15 AAPL 15 Comments

    Summary

    • The Flappy Bird Story proves that mobile gaming is growing rapidly, and that it is very profitable for the developer as well as platform providers.
    • Gartner predicts that mobile apps will be downloaded more than 268 billion times, and that they will generate more than $77 billion in revenue by 2017.
    • Apple and Google, the two dominant mobile platform providers, will benefit the most from the rapid growth of the mobile game and app industry.
  • Apple's Intrinsic Value And The Market's Irrational Valuation
    Thu, Jan. 30 AAPL 149 Comments
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