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Tag Archives: MSFT
Follow Up On 2012′s Posts
As we turn to 2013, I wanted to thank all my Blog readers & visitors. Below is a brief follow up on my first 39 posts. It’s not Facebook! It’s the IPO Market! - Looking forward to 2013, I hope Twitter learned from … Continue reading
Mobile Wars
When it comes to Mobile OS (operating system) strategies, $AAPL & $GOOG are on two extreme sides of the spectrum. $AAPL’s iOS is a closed ecosystem. They do not allow other companies to use their software in their products. They … Continue reading
Pandora: Damned if they do, damned if they don’t.
I don’t think $P’s business model works. Their costs continue to grow at a faster pace than their revenues. This is especially true in regards to their content acquisition costs, as you can clearly see in this spreadsheet. It’s going to be … Continue reading
$MSFT $INTC Pairs Trade
If I had to bet the future direction of “dinosaur tech”, I would guess lower. Tablets & smartphones have been and will continue to cannibalize PCs. It’s very hard to dispute this fact. Winners & losers have been clear. Look at $AAPL, … Continue reading
iPhone 5: Apple’s inflection point
The more I read about Apple’s (AAPL) new iPhone 5, the more convinced I become, that for investors, this product will decide the direction of AAPL’s next 300 points. This isn’t about a single product. The sales of the iPhone … Continue reading
Leave it to the Pros
It is typically a great day when you see a company whose stock you own announce that they are being bought out. Most takeovers are done at a premium to where the stock was trading, and typically the stock instantly … Continue reading
Posted in Uncategorized
Tagged AAPL, Arb, Arbitration, AUTH, DELL, GOOG, HP, MSFT, Samsung
15 Comments
Is RIMM cheap enough?
RIMM has been the epitome of a Value Trap. It will undoubtedly become a great business school case study. If you have been following me on twitter, you would know that i have been bearish on RIMM for years, and I still … Continue reading
