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Abescapital

Abescapital
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  • Apple iPhone ASPs Are Certain To Fall [View article]
    I didn't get to read all the comments but if you note the reason the last quarter was much weaker than anticipated was people did not expect the strict, longer renewal contracts from Verizon, AT&T, etc. to not allow many of apple users to buy the new phones.
    Feb 7 10:33 AM | Likes Like |Link to Comment
  • Apple: Between Icahn And A Much Harder Rock [View article]
    It's better than doing nothing. No company in this entire world needs $160bn in cash, none!
    Jan 29 10:49 AM | 1 Like Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    Looks like they took someone's advice and decided to guide extremely conservatively for the earnings surprise next quarter.
    Jan 27 07:38 PM | Likes Like |Link to Comment
  • Why Leverage Is Pointless [View article]
    The recommended approach you speak of sounds like Ray Dalio's risk parity approach.
    Jan 24 10:10 AM | 1 Like Like |Link to Comment
  • Apple's Declining Advantage Is Undeniable [View article]
    I think he meant that at $240/share - $140/share in cash = $100 in future value which implies a ex-cash P/E of about 2.xx.
    Jan 24 10:08 AM | 5 Likes Like |Link to Comment
  • Apple Isn't Dead [View article]
    You are dodging all of the criticisms by people on here. What are your thoughts on the cash flow to be generated by the China Mobile deal? What do you think about the share repurchases that are likely to continue increasing FCF/earnings at least on a per share basis? What about the products that are in the pipeline that are yet to be released? Can you actually answer one of these questions instead of dodging them? I'd like to know why these are going to have a deminimus impact on the share price.
    Dec 26 01:47 PM | 1 Like Like |Link to Comment
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6 Comments
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