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How Much Would You Pay for the Apple Ecosystem?

Earlier this week I wrote about the psychological challenges that Apple shareholders face. I also discussed the evolution of Apple’s “i” gadgets — the iPod, iPhone and iPad — and how they have created an ecosystem unlike those of other technology companies. Apple’s ecosystem is an important and durable competitive advantage; it creates a tangible switching [...]

February 12, 2013 | Posted in Latest,Stock Analysis,Stock Analysis! | Read More »

Understanding Apple Requires an Analysis of Fundamentals and Psychology

So many articles have been written recently about Apple — defending it or explaining why this glorious fruit will turn into a shriveling pumpkin by midnight (with Samsung’s help) — that I really haven’t felt the need to contribute to the unending debate. But then Apple’s stock crashed to $450 last month, and we bought a [...]

February 12, 2013 | Posted in Latest,Stock Analysis,Stock Analysis! | Read More »

On Y! Breakout – Apple (not yet)

I was on Yahoo! Breakout with terrific Jeff Macke discussing Apple ….  

January 23, 2013 | Posted in 5 Minutes of Fame,5 Minutes of Fame!,Latest,Stock Analysis,Stock Analysis! | Read More »

Mister Softie, are you serious?

I own Microsoft (MSFT) stock, and I do believe it is one of the steals of the century. But when I read that the code name for a phone, that is supposed to capture the days of glory from Apple’s (AAPL) iPhone, is “Pink,” I lose some of my faith in the company. I know it [...]

April 29, 2009 | Posted in Stock Analysis! | Read More »

BusinessWeek Video Interview

I talked to Jim Ellis at BusinessWeek about my book Active Value Investing (here is a link to the video).  As you will see, if you tie my hand I’d go mute.   At about the same time I talked to TheStreet.com (here is a link to the video) about Apple (AAPL) and Jackson Hewitt (JTX). [...]

January 22, 2008 | Posted in 5 Minutes of Fame,Stock Analysis | Read More »

Video Interview: Apple – Don’t Buy! Jackson Hewitt – Buy and my book

In this fund video interview with TheStreet.com I talk about why I don’t think Apple (AAPL) is a buy, why I love Jackson Hewitt (JTX) and my book Active Value Investing.  

October 29, 2007 | Posted in Stock Analysis | Read More »

Good Company vs. Good Stock

This is an excerpt from a comment I read on Daily Speculation. It is such a common misperception that I had to write a response: “Great stocks [Google, Apple] are to be owned. Companies who dominate their space are to be kept and allowed to grow. Those who have built fantastic franchise names should be [...]

July 7, 2007 | Posted in Stock Analysis | Read More »

Recently Commented

  • Capitalistic: Great article.
  • Mike Derbyshire: With respect to your last line – yes – anyone can make a mistake – however –...
  • jason klein: Good article. Your book rocks.
  • David: Vitaliy, As a firm that currently does not own AAPL for clients, I thought this was an excellent article....
  • goatwig: Great piece except the part about “short run stock movements are random and require no skill to...