Chris DeMuth Jr.'s  Instablog

Chris DeMuth Jr.
  • on Services
  • on Conglomerates
  • on Technology
Send Message
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for... More
My blog:
Rangeley Capital on Harvest
My book:
Rangeley Capital Best Investment Ideas
  • Chart Of The Day – Sunday, September 29, 2013 4 comments
    Sep 29, 2013 1:04 PM | about stocks: AAPL

    (click to enlarge)

    Stocks: AAPL
Back To Chris DeMuth Jr.'s Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (4)
Track new comments
  • aretailguy
    , contributor
    Comments (2080) | 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 (11755) | 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 (2080) | 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 (3688) | 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
Full index of posts »
Latest Followers


More »

Latest Comments

Most Commented
  1. Archived GCVRZ Forum ( Comments)
  2. GCVRZ Forum Archive ( Comments)
  3. Event Driven Q&A Forum ( Comments)
  4. GPT Forum ( Comments)
  5. Shorts Forum ( Comments)
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.