Strange Stock Assessment From A Value Investor 1 Sort Of Admire: A Banking Enterprise Complaint On The Transition Of Apple Tree Into A Value Stock
In my electronic mail today I received a letter from a value investor I form of admire - a peon to the value inwards Apple shares. To quote:
Value investors must live on the only people who assess tech stocks by what the grandmothers like. And they produce it without whatever line of irony.
Just similar the classic Samsung get upwardly but without the humour:
But of course of report my value friend does convey a point. What amongst increasing longevity Apple volition live on hither for a long time. I am non killing granny off withal - in addition to the trail of to a greater extent than or less declining tech stock is clearly worth a lot of money.
What is Microsoft worth?
John
(No set inwards either stock - but mostly I desire to instruct out declining tech alone. Someone pitched me Blackberry the other hateful solar daytime based on the qualities of their latest phone. You tin dismiss brand a pitch for Blackberry - but it is a patent-installed base of operations pitch, non a pitch on the future...)
My mother in law had an Android tablet, in addition to it rapidly turned into an expensive paperweight on her kitchen counter. Six months agone she got an iPad mini, in addition to she is inseparable from it. She won’t live on buying to a greater extent than or less other non-Apple telephone or tablet. There is a lot of bearishness on Apple inwards the media in addition to blogosphere, but if these headlines showtime scaring you lot out of the stock, simply view a few Apple stores in addition to your fears volition all instruct away – the i nosotros dropped inwards on of late inwards Denver was swarming amongst Apple fanatics, spell the Microsoft shop side past times side door in addition to the Samsung shop at Best Buy were virtually empty. These folks volition live on buying whatever comes out of Cupertino for a long, long time.
Value investors must live on the only people who assess tech stocks by what the grandmothers like. And they produce it without whatever line of irony.
Just similar the classic Samsung get upwardly but without the humour:
But of course of report my value friend does convey a point. What amongst increasing longevity Apple volition live on hither for a long time. I am non killing granny off withal - in addition to the trail of to a greater extent than or less declining tech stock is clearly worth a lot of money.
What is Microsoft worth?
John
(No set inwards either stock - but mostly I desire to instruct out declining tech alone. Someone pitched me Blackberry the other hateful solar daytime based on the qualities of their latest phone. You tin dismiss brand a pitch for Blackberry - but it is a patent-installed base of operations pitch, non a pitch on the future...)
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