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Julian Robertson doesn't like the macro picture, telling CNBC, Europe is in a "state of...

Julian Robertson doesn't like the macro picture, telling CNBC, Europe is in a "state of financial collapse." Turning to the U.S., he loves big cap tech, particularly Apple (APPL) and Google (GOOG). "If this were the 1980's Apple would be selling at 3 or 4 times what it is now. The multiple it is now is almost ridiculous."
Comments (1)
  • wolverine27
    , contributor
    Comments (412) | Send Message
     
    if europe collapses ...then how can you like aapl right now ? aapl and goog are not immune to recessions or depressions .

     

    i like mr robertson but his statement is from the view point of a billionaire with unlimited capital which most of us dont have the luxury of having.

     

    another case where wall street reality doesnt get main street reality.
    13 Sep 2011, 05:26 PM Reply Like
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