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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,…

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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…

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Skiing – My Story

in FP: Latest/Life

One of my brightest childhood memories is of skiing.  I spent my childhood in Murmansk, a port city up in northwest Russia (located above the Arctic Circle).  Incidentally, it was the birthplace of the fictional submarine Red October from the movie The Hunt for Red October.  On Sundays, my family – my father and mother,…

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