PeckerEDU's  Instablog

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I had the luxury to learn from some of the best minds from GARP, global macro and long/short titans. I manage a small fund after working at two investment banks. I only buy stocks that have a potential to double or triple in the next 3-4 years. 2013 YTD performance in China A share and US... More
  • Short Aapl 0 comments
    May 2, 2013 11:01 AM

    In valuation, PE and DCF are lousy methods to start with.

    Neither tells you what's driving the earnings and what's the macro trend.

    I never liked aapl stock but I did take me as a surprise when it hit 700.

    for a $400bn company, the best valuation method is "gravity".

    I had a friend who thought RIMM was too cheap years ago only to find it cheaper.

    AAPL would become the next NOK or RIMM. Happy shorting.

    I feel sorry for greenlight capital who made it so public that they have been riding downward with the stock.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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