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bstronger

bstronger
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  • Understanding Apple As An Investment [View article]
    Nice analysis. And we may have a settlement very soon. That likely pushing us near term. Brian
    Aug 18, 2012. 10:46 PM | Likes Like |Link to Comment
  • Apple: Gearing Up To Go 'Thermonuclear' In 2012? [View article]
    Where was the editor? A few salient points buried here but if there was an editor around he needs to start doing his job.
    Jan 12, 2012. 12:57 PM | 1 Like Like |Link to Comment
  • A pairs trade for the record books: Bloomberg's Jon Erlichman points out at the start of 2007, Goldman Sachs (GS) had a market cap of $101B and Apple (AAPL) $79B. Today, Apple is worth $389B, Goldman $48B.  [View news story]
    We know what Apple does and owns. We will never have that
    kind of knowledge for GS or the typical bank. Owning shares in
    a company where you cannot know the real value of holdings is
    sheer folly.
    Oct 19, 2011. 10:44 AM | Likes Like |Link to Comment
  • Investing in Apple Ahead of iPad 2 Launch [View article]
    IMHO the most efficient way to harvest Apples is by selling weekly puts and occasionally, when there is an impending event, buying the weekly calls. Selling the weekly put gives you a very rapid premium deterioration and is a fine way to accumulate the stock over time. If you do not want to hold just sell in the money weekly calls.
    The dramatic shift to mobile computing just getting started. We have hundreds of weeks of rich profits ahead.
    As for who announces - let Tim Cook be Tim Cook. He can designate many skilled performers to handle announcements - just like most successful CEOs due. The idea of trying to match SJ would not be smart. And Cook is decidely smart.
    Mar 1, 2011. 09:55 AM | 2 Likes Like |Link to Comment
  • The Great Mobile App Store Boom of 2010 [View article]
    Nice graphs but poor exposition of ideas. B
    Jan 9, 2011. 10:16 AM | Likes Like |Link to Comment
  • What Cisco Was to the Dot Com Boom, Apple Is to Current Euphoria [View article]
    "I just don't see it being a very good place to put your money."
    That is unless you want the ride to $400 that he predicts. We are fortunate that this shoddy thinking is around - every buyer needs a seller. Brian
    Jan 8, 2011. 12:37 PM | 5 Likes Like |Link to Comment
  • The Platform Thesis and the Mobile Market, Part 2 [View article]
    The mobile computing market is expanding so rapidly that all players will make excellent profits short term but longer term a central issue is open vs closed platform which the article does not address. In the pc era MSFT open won over AAPL closed because of application availability when integration between hardware and software [closed platform] did not offer any significant advantage. In the present shift to mobile it appears that hw/sw integration offers distinct advantages: tighter packaging, first mover [faster and secret development], standardization, and better user data security. It appears that developers are already running into compatibility and function difference problems in developing for android. Considering all of this apple appears to me to be the better pure play in this very significant shift to mobile computing that is gaining momentum. My positions are long AAPL and short AAPL jan 2011 puts [with the nice advantage of cash this year and taxes due in 2012. Any specific comments? No rants please - I am sensitive. Bstronger
    Oct 1, 2010. 12:14 PM | 1 Like Like |Link to Comment
  • This Week's Earnings Focus: FOSL, CROX, KALU, STP, GRMN [View article]
    Comprehensive and fact packed but truncated - at least in my browser.
    Feb 18, 2008. 11:13 AM | Likes Like |Link to Comment
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