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physdude

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  • Apple's New 64-Bit ARM A7 Chip Is Absolutely Amazing [View article]
    Are you by any chance talking of Festival Walk in HK? I used to live right next to it (still visit it regularly) and what you say sounds exactly like it. I also find the Apple store there rather empty most of the time nowadays unlike when it just opened. (Disclosure : Long AAPL as they don't really need much growth at the current price if their capital allocation is decent.)
    Sep 18, 2013. 06:52 AM | 2 Likes Like |Link to Comment
  • Apple Is Where The Value Is At [View article]
    There is no reason why undervaluation should prevent the price from falling - any investor around for more than a few years will be able to give you many examples of this. Similarly, any investor who was not comatose during 1999 and 2000 will be able to give you plenty of examples of extraordinarily overvalued firms whose stock price continued to increase by several hundred more percent.

    It is great if Richarde Ross is never wrong about the market. He must also have extraordinary self control to keep himself away from the market because, if a person is never wrong, he/she will very soon become a trillionaire and the world still hasn't seen one. (The wealth on his paper trading account must be extraordinary though, given that investors who are highly imperfect by these standards and who make, admit and learn from mistakes like Buffett have only made billions.)

    (Apologies to the real Richarde Ross - this is not a comment on you but on a caricature of you.)
    Apr 21, 2013. 12:29 PM | 4 Likes Like |Link to Comment
  • Einhorn's Apple Preferred Stock Dividend Solution [View article]
    I don't understand your comment. It is only long term shareholders who will be concerned with the payout of excess cash as capital allocation takes a long time to get reflected in the returns. However, the long term effect of capital allocation is enormous (look at Buffett for example - and he is no speculator).
    Feb 7, 2013. 03:11 PM | 4 Likes Like |Link to Comment
  • Einhorn's Apple Preferred Stock Dividend Solution [View article]
    I think any proposal that pays out the cash pile to it's rightful owners (aka shareholders) will be very positive for the company. The shareholders are rightly frightened that the cash could be wasted in the future (or, will at least be wasted by earning 0%). In other words, capital allocation is as important as business performance for the shareholders.
    Feb 7, 2013. 11:41 AM | 5 Likes Like |Link to Comment
  • Will Apple Get Its Mojo Back? [View article]
    I am not so sure about competitors managing to make a similar product for cheaper so that Apple loses market share. It didn't happen with the Ipod. In fact, the only choice I had for a large capacity mp3 player after my old Toshiba gigabeat failed was the Ipod - a device I bought even though it was highly unsuited for me since I can't run itunes as I don't use windows or mac. In other words, the competition was so behind that even an expensive apple product which had to be jailbroken simply to be usable came out ahead. If this is the case for 10 year technology, then apple probably has nothing to fear.
    Feb 6, 2013. 01:09 PM | 2 Likes Like |Link to Comment
  • Why Apple Should Announce A $100 Billion Stock Buyback [View article]
    What does share count have to do with dilution?? The number of shares has really little to do with dilution or whether a buyback should be done. For eg., look at Berkshire which has only 1.6 million or so shares but which is beginning to do some significant buybacks.
    Dec 24, 2012. 02:02 PM | Likes Like |Link to Comment
  • Apple Earnings Preview: Numbers To Chew On [View article]
    Pretty easy - STX. It's share performance has been much better than AAPL's over the last year and it is favorite of Einhorn.
    Oct 24, 2012. 02:11 PM | 1 Like Like |Link to Comment
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