Category archive

FP: Latest - page 3

Why Investors Hate Apple — and Are Dead Wrong

in FP: Latest/Stock Analysis

 In this article I don’t discuss Apple’s valuation, balance sheet, or financials.  I covered these topics in great detail in these articles a few months ago (Part 1: Psychology and Part 2: Value of Ecosystem).  Nothing has really changed since, except that Apple announced an enormous share buyback.  This article focuses on Apple’s products, innovation,…

Keep Reading

Microsoft Hell

in FP: Latest/Stock Analysis

As a value investor I used to spend a great deal of time in Microsoft hell – on one hand there was the company with enormous cash flows, an incredible return on capital, a huge moat, a cash-rich balance sheet, and trading at single-digit multiples (if you adjust for cash).  But on the other hand…

Keep Reading

1 2 3 4 5 9
Go to Top

DON`T MISS OUT!

GET THE LATEST INVESTMENT ARTICLES IN YOUR INBOX EVERY WEEK

"Vitaliy Katsenelson is the new Benjamin Graham."

- Forbes

Tired of generic investment advice?

CUT THROUGH THE BS - JOIN 15,000 READERS

"Vitaliy Katsenelson is the new Benjamin Graham."

- Forbes

JOIN OUR NEWSLETTER

Tired of generic investment advice?