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Chris DeMuth Jr.
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Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Prior to founding Rangeley Capital, Mr. DeMuth spent his career as a securities analyst for several hedge funds and proprietary trading... More
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  • Chart Of The Day – Sunday, September 29, 2013 4 comments
    Sep 29, 2013 1:04 PM | about stocks: AAPL

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    Themes: R D Stocks: AAPL
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  • aretailguy
    , contributor
    Comments (1551) | Send Message
     
    Poised for explosive new growth or reaching the point of diminishing returns?
    29 Sep 2013, 01:26 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (7507) | Send Message
     
    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
  • aretailguy
    , contributor
    Comments (1551) | Send Message
     
    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
  • bazooooka
    , contributor
    Comments (3633) | Send Message
     
    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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