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We’re considering buying Apple for the SHU portfolio and give you our considerations here. We think that the tailwinds are still likely to exceed the headwinds, the most important of which is the saturation in the smartphone market. As tailwinds, we’ll discuss the economic moat, the rising service income, the cash flow and possible tax […]

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As technology stocks power higher, much of this is driven by the five titans of tech. These companies benefit in various degrees from virtuous cycles, some of which they share, providing them with a near unassailable position. We will discuss these virtuous cycles and try to assess which of these companies benefit most. Source: The […]

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The upcoming new Apple iPhones look like they could become a blockbuster. While by no means guaranteed, any inclusion, especially a new one of the phones (or all of them) could significantly impact suppliers. Here, we look at two potential suppliers which could significantly benefit from an inclusion of ‘3D sensing’ in the upcoming iPhones. […]

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Much has been said and written about the fall in Apple’s (AAPL) shares from above $700 to the $400s level where they are now. Many people are stunned how this company, which generates extraordinary amounts of revenues, profits, margins, cash flow and sits on a mountain of cash can be so cheap via How Apple […]

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The economics of Apple..

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Could Apple rule computing?

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