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  • Air T vs. Apple? Not Even Close [View article]
    20% growth for another 20 years? LOL!
    Feb 08 16:44 pm |Rating: 0 0 |Link to Comment
  • Air T vs. Apple? Not Even Close [View article]
    Ok, you win and Buffett was wrong.

    I'm going to sell all my stocks and buy APPL and GOOG
    Feb 08 00:20 am |Rating: 0 0 |Link to Comment
  • Air T vs. Apple? Not Even Close [View article]
    LOL! I wish the author had picked RIMM instead of AAPL - Same message, less fans.
    Feb 07 20:17 pm |Rating: 0 0 |Link to Comment
  • Air T vs. Apple? Not Even Close [View article]
    Very well written Buffett analysis of both companies calculating their intrinsic value. It doesn't matter if it's Air T and Apple or ABC and XYZ, the numbers tell you whether it's over valued or undervalued.

    Coolness and execution are all factored into the growth numbers they put out every quarter, that's all you need.

    I would never buy a stock unless I feel it has a wide moat(tech moats rarely last more than 10 years) and I can get it at a significant margin of safety.

    Apple at $90 may sound like a decent deal except that companies the size of Apple don't grow at the same rate in the next 10 years that they did for the last 10 years.
    Feb 07 14:20 pm |Rating: 0 0 |Link to Comment
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