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dmarilley

dmarilley
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  • Apple: Where The Bears Have It Wrong [View article]
    There really is only one question here, maybe two? Has the advantage of IOS decreased or increased in the past two years, and what is the trend? Can you quantify that advantage? It appears that phones are about to become fragmented by several specialties. It is hard to believe any one shop will have too awesome a market share five years out, when these devices will be perceived more like we perceive a bar of soap today. When you can ride a GoPro, who needs Apple anyway?
    Sep 30 05:06 AM | 1 Like Like |Link to Comment
  • Apple's About To Release The Kraken And It Has A Very Long Tail [View article]
    Given what is common knowledge, we have a vacuous article here. All these health applications will have single digit margins, or fail in the market. Apple has not shown any imagination or competence in strategically deploying its assets. It is really amazing what they have done with the clear opportunities staring them in the face.
    Sep 30 04:51 AM | Likes Like |Link to Comment
  • iPhone 6 receives regulatory approval for sale in China [View news story]
    The EU will take 10 billion out of Apple's hide in taxes, and their overall tax rate is going North by a fair amount. The "not arm's length" criticism vis a vis Ireland will stick.
    Sep 30 04:39 AM | 1 Like Like |Link to Comment
  • Apple Short Interest Jumps 44% [View article]
    Apple is a good short sometimes when put premiums are high. You can write covered puts, and then optimize delta on roughly twice as many out of the money calls purchases. It is work, but there are no really free lunches. A lot of short common is arbitrage based.
    Sep 26 02:35 AM | Likes Like |Link to Comment
  • The Real Reason Stocks Tanked [View article]
    The duration of QE, in and of itself, is indicative of a fundamentally unhealthy patient. Anyone that things such (in aggregate) stellar corporate balance sheets are an artifact of a healthy economy should look deeper.
    Sep 26 01:30 AM | 1 Like Like |Link to Comment
  • What 'Bendgate' Means For Apple [View article]
    I have had these hundred strike straddles decaying one after another lately. Im not rushing to write any straddles now. It just looks risky. Also some original HTC One phones bent about two years ago. Don't count on AAPL engineering to be stellar. They aren't very capable. That is both surprising and obvious. On weakness I will write puts, probably around 94 or so, then I will write calls as it crosses 100. This seems to be the right, or write thing technically.
    Sep 26 01:22 AM | Likes Like |Link to Comment
  • Apple: Time For The Next Stage [View article]
    Who needs a bending phone?
    Sep 24 04:19 AM | 1 Like Like |Link to Comment
  • Report: Apple shutting down Beats Music (updated) [View news story]
    It is irrelevant, given the market cap here.
    Sep 23 12:27 AM | Likes Like |Link to Comment
  • Invest In The Millennials, Invest In Apple [View article]
    What would 25 percent inflation per year do to this group?
    Sep 19 07:01 PM | Likes Like |Link to Comment
  • iPhone 6 first weekend sales could disappoint, Bernstein analyst says [View news story]
    The yield isn't good, no surprise there.
    Sep 17 11:12 PM | Likes Like |Link to Comment
  • China Falls Off iPhone 6 Launch Map [View article]
    Raise your hand if you think that Apple's initial production yield met targets?
    Sep 17 03:32 AM | Likes Like |Link to Comment
  • Apple And Conspicuous Consumption: So What? [View article]
    I have a problem with "tech savvy" when virtually all of their products have such weak performance under demanding scenarios.
    Sep 17 02:02 AM | Likes Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    25% of the installed base will buy the watch soon for $350? Good one!
    Sep 9 10:36 PM | 2 Likes Like |Link to Comment
  • Investors sell the news on Apple [View news story]
    It might have been the shares I parked for sale at 105, trying to just ride my puts. Look at the put open interest.... I own more than that total. I'm reading a lot of speculative comments here. Maybe it would make sense to do good focus group surveys and figure out what the demand for the 6 and 6+ is likely to be in the next four months? If you don't have that data, you risk being eaten alive in the next months. What was announced was at the minimal end of the spectrum for a company with such resources. You didn't really thing you would get a sapphire display on the 6+ did you?
    Sep 9 09:12 PM | Likes Like |Link to Comment
  • Apple's Quality Is A Competitive Advantage [View article]
    History demonstrates it can't. That is why you hear so much marginal speculative logic.
    Sep 6 01:15 AM | Likes Like |Link to Comment
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599 Comments
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