GRJ

GRJ
Send Message
View as an RSS Feed
  • Apple's Broken Narrative  [View article]
    The "need for narrative" meme is an excuse for WS to be lazy and superficial in their analyses and for the media in their coverage. Facts and real dollars are the only things that matter- and prevail- in the long run.
    Feb 3, 2016. 05:12 PM | 17 Likes Like |Link to Comment
  • Apple: If iPhone Keeps Shrinking  [View article]
    I am putting this article away until October when I'll revisit. I expect that as with his wisdom on AMZN, Paolo will be wrong on every count.
    Feb 1, 2016. 05:46 PM | 2 Likes Like |Link to Comment
  • Apple Has Serious Problems  [View article]
    Your advice cost me tons of money on AMZN with your iron-clad reasoning to short- which made sense but the market scoffed at. Now you are proposing- with equally iron-clad reasoning to stick a fork in AAPL at a virtual liquidation value. No thanks. No longer following either. GL
    Jan 28, 2016. 05:52 PM | 2 Likes Like |Link to Comment
  • Apple Earnings: Taking A Long-Term View  [View article]
    That's what counts as humility around here? Don't get hurt patting yourself on the back.
    Jan 27, 2016. 04:40 PM | 5 Likes Like |Link to Comment
  • Apple's EPS lifted by 40.1% gross margin, $691 iPhone ASP; dividend declared  [View news story]
    By that logic you should be shorting AMZN like crazy. Growth in commodity storage biz but reliant on no margin retail and embarking on risky cash sucking film content. Why distinguish between the two?
    Jan 26, 2016. 08:19 PM | 3 Likes Like |Link to Comment
  • Apple's EPS lifted by 40.1% gross margin, $691 iPhone ASP; dividend declared  [View news story]
    Why should they be punished for shortfalls when they weren't rewarded for beats last year?
    Jan 26, 2016. 08:08 PM | 4 Likes Like |Link to Comment
  • Apple's EPS lifted by 40.1% gross margin, $691 iPhone ASP; dividend declared  [View news story]
    Andreas: You place no value in FX? Also, isn't a miss an analyst problem, not a co. problem?
    Jan 26, 2016. 08:06 PM | 5 Likes Like |Link to Comment
  • Crude soars above $31 a barrel  [View news story]
    Says he as SA and Iran FLOOD the market. LOL
    Jan 24, 2016. 01:28 PM | Likes Like |Link to Comment
  • Apple closes up 5.3% as markets jump; new 4" iPhone report arrives  [View news story]
    Since when has mkt share mattered for AAPL? Profit share is the thing- it has 90%.

    Another guy who is desperate to have called AAPL's demise first. smh.
    Jan 22, 2016. 06:12 PM | 10 Likes Like |Link to Comment
  • Apple closes up 5.3% as markets jump; new 4" iPhone report arrives  [View news story]
    Expose:

    Your whole "you heard it from me" bearing discredits anything you have to say. Get a dog if you're that lonely.
    Jan 22, 2016. 06:08 PM | 15 Likes Like |Link to Comment
  • Apple Is Moving Beyond The iPhone  [View article]
    Making inroads maybe but certainly not making money in anything except advertising. Certainly earning nothing from Android. Btw, why isn't this over-reliance on the flukey, commodity ad business not a vulnerability for GOOG while the over-reliance on the IPhone is crippling to Apple?
    Jan 21, 2016. 10:27 PM | 5 Likes Like |Link to Comment
  • Apple Is Moving Beyond The iPhone  [View article]
    I am most taken by your last sentence. Modern WS is not a discounting mechanism nor is it fact-finder. Its a meme generator, knee-jerk and shallow. The market is a battle of storylines and right now AAPL's billions in FCF- real money- is penalized in favor of notional metrics like sub growth, clicks and aggregating the no-margin online retail universe. Its sad and perverse.
    Jan 21, 2016. 06:43 PM | 15 Likes Like |Link to Comment
  • Report: Apple working on wireless Beats headphones, removing 3.5mm iPhone headphone jack  [View news story]
    Way to judge the product before its confirmed or revealed.
    Jan 8, 2016. 05:02 PM | 17 Likes Like |Link to Comment
  • Apple: The Silver Lining In The Cirrus Cloud  [View article]
    Mark does a spectacular job. But make no mistake, this stock moves on memes, misinformation and talking points. Hardly anyone puts in the effort to truly understand this amazing, complex company beyond the superficial.
    Jan 8, 2016. 12:02 PM | 21 Likes Like |Link to Comment
  • Apple: The Silver Lining In The Cirrus Cloud  [View article]
    That's the only solution? I can think of many others.
    Jan 8, 2016. 11:52 AM | 38 Likes Like |Link to Comment
COMMENTS STATS
302 Comments
1,737 Likes