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 […]
December 11th, 2017 · Comments Off on SHU Portfolio: Why We’re Buying Apple
June 9th, 2017 · Comments Off on The 5 Unstoppable Titans Of Tech
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 […]
April 13th, 2017 · Comments Off on Battle Of The Apple Suppliers
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. […]
May 19th, 2013 · Comments Off on How Apple Almost Pulled It Off – Seeking Alpha
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 […]
March 5th, 2013 · Comments Off on How Apple Almost Pulled it Off
The economics of Apple..
November 18th, 2012 · Comments Off on How Apple Could Build The Dominant Computing Platform
Could Apple rule computing?