SHU Portfolio: Why We’re Buying Apple
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 […]
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, […]
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) […]
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 […]
How Apple Almost Pulled it Off
The economics of Apple..
How Apple Could Build The Dominant Computing Platform
Could Apple rule computing?