AAPL

Water Cooler Investing
#141

I think the stock price isn’t reacting to iphone being commoditized but more because the street believes that Apple is lagging behind competition on innovation. The decline is most likely due to underwhelming Apple watch sales more so than declining iphone margins.

Apple really needs to take bigger risks to continue receiving a premium instead of wasting money on flashy headquarters. Luckily for them the cash will continue to pour in as the iphone is the best phone available in the market today and will continue to be the best phone for the forseeable future but as others have pointed out, that alone does not command a valuation premium.

Apple Car if true might be exactly what the market is looking for but I don’t think Tim Cook has the balls (hehe) to take that leap and successfully execute on it. Plus Tesla already has a huge lead in that market…

#142

^A big chunk of AAPL’s senior execs are car nuts. I can’t think of any other company apart from AAPL that could really be a rival to Tesla, which while has a great lead, it’s still a very early market.

#143

Being a car nut is meaningless. I would love to see the Apple car come to fruition but that is a monumental task.

I would put GOOG in the mix as a rival to Tesla. Self driving car is the future not electric car.

#144

Goog is a search advertising company that regularly fails in ventures outside that comfort zone. They do not have the ability to do this.

#145

Same can be said about AAPL. A smartphone maker that regularly fails in ventures outside of that comfort zone. (Apple TV and watch).

Until AAPL can make something other than the iphone, its valuation will be limited.

#146

You have a lot more work to do before you can comment knowledgeably on this topic.

#147

Palantir ran out of meaningful analysis pages ago. It’s just vague platitudes and iPhone hype from here on out.

To be fair, I would be bitter too if my favorite investment was losing me money hand over fist too.

#148

What favorite investment? I don’t have any stake in AAPL. But when I did, my cost basis was just under $60. So I do know that investing is about making money. It seems that you’re still stuck on 6 month price movements as justification of an investment thesis , so let me know whenever you graduate from investing preschool and I’ll be happy to take this up again.

#149

You’re hyping it pretty hard for a guy with no stake. Something about keeping your money where your mouth is.

Investing preschool? I’m sorry you’re wrong and the performance since you started hyping this stock supports that. It must make you really angry inside to know that you’re wrong.

#150

I’m hyping the company, I have no opinion on the stock.

#151

You contradict yourself. You also wrote that on July 21st, when the stock was at $130… whoops.

Is investing preschool a thing in the back office?

#152

So what if I’m contradicting myself? You tell me, you’ve spent a lot of time in the BO, I’d love to hear.

#153

Well, that would mean you’re wrong Palantir. I’m sorry you had to find out this way. Never been BO, but back to generating your reports, ya’ll have fun now!

#154

Wrong on what? My 80% gain? I guess you’ll want to have the last word on this.

#155

Clearly we’re just making up numbers now.

#156

No, I must have the last word on this!

#157

So you bought under $60, sold under $110, said #HoldForever at $132 and now are just rambling.

U MAD BRO?

#158

Apple down another 4.5% today in an up market…

#159

Interesting quarter. They are 100% shifting into being a mature company, was obvious this was a microsoft-esque story for a while. They will continue to mint coin for a long time but they are so large they are not going to bring in crazy growth.

MSFT will be around long after apple as they make a product that is incredibly important to the world, as opposed to just another smartphone that doesnt do anything special. The ecosystem will make they cash & so will idiots upgrading occasionally but many people are realizing that each phone is only marginally better than before and arent getting them. Apple wont die, but it will be a shadow of itself.

#160

anecdodtal evidence is the best!