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Chris DeMuth Jr.
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"It's not given to human beings to have such talent that they can just know everything about everything all the time. But it is given to human beings who work hard at it - who look and sift the world for a misplaced bet - that they can occasionally find one." - Charlie Munger I look... More
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  • Chart Of The Day – Sunday, September 29, 2013 4 comments
    Sep 29, 2013 1:04 PM | about stocks: AAPL

    (click to enlarge)

    Themes: R D Stocks: AAPL
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  • Poised for explosive new growth or reaching the point of diminishing returns?
    29 Sep 2013, 01:26 PM Reply Like
  • Author’s reply » What is interesting to me is that the payoff on that R&D has gone down so much in terms of real innovation.
    29 Sep 2013, 02:40 PM Reply Like
  • Yep, without a transformational innovation or buyout (perhaps NFLX, FB or EBAY), AAPL does not have a good future.
    29 Sep 2013, 02:50 PM Reply Like
  • I agree it seems very hard to innovate once you get BIG (200B+). Many that have tried just end up alienating their core users and ensure dismissal returns on capital. I can't think of any break through revenue growing product (except for maybe the Ipad) that has been a game changer for a tech company once they reach market caps in the 100s of Billions. MSFT has tried for a decade and I fear APPL may suffer a similar fate. Nonetheless, they do seem worthy of a double digit PE even if we never will see those PE ratios of 20-40 again.
    30 Sep 2013, 02:46 AM Reply Like
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