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Dr. Poly

Dr. Poly
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  • Do Apple's Earnings Even Matter? [View article]
    Company guiding down again for 2Q so they can get 2Q earnings beat.
    Apr 20 05:08 PM | Likes Like |Link to Comment
  • Apple's Cash Trajectory [View article]
    The exponential function for cash on balance sheet as a function of time would have to increase at an increasing rate - to do this, the company would not only have to increase the top line at least as fast as they are today but preferably in the future much higher while continuing margin expansion which presumably has a cap of 100% of sales.

    The year in which your previous modeling goes asymptotic was earlier than your current data set - this alone indicates that the rates has slowed somewhat.

    Clearly AAPL is generating lots of CASH and has lots of CASH on the balance sheet. It's a great company, but with models that go asymptotic, you are arguing that AAPL will, in the not too distant future, have all the available money in the world. That's just the nature of the function.

    With Moore, in 1966, I would have likely said that I'm not sure you have enough datapoints. However, his model was far from violating any physical principles in a short period of time.
    Apr 10 08:36 PM | 1 Like Like |Link to Comment
  • Apple's Cash Trajectory [View article]
    Yes, in 2017 their cash pile will be all the cash in the world. Rosenman need to re-up his math & econ class combined with common sense to see this can not go on forever.
    Apr 10 01:28 PM | 3 Likes Like |Link to Comment
  • How Much Higher Can Apple Go? [View article]
    Let's try XOM for the ticker symbol for Exxon Mobil. I don't believe EXM, the maritime company, is that big.
    Mar 30 10:23 PM | Likes Like |Link to Comment
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