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Why Mr. Market Is Still Wrong About Apple

Posted in マーケット, 投資家 by shiro on 2014年2月1日

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Why Mr. Market Is Still Wrong About Apple | The Felder Report

Why Mr. Market Is Still Wrong About Apple | Daring Fireball

Why Nothing Apple Does Is Ever Good Enough | Wired.com

Warren Buffett on “Mr. Market” | avenircorp.com

広告

Apple’s Calendar Chaos Trade Of 2013

Posted in アップル, 投資家, 株価, 決算発表 by shiro on 2013年4月21日

The reality distortion field has moved outside of Apple

Posted in アップル, 投資家 by shiro on 2013年3月1日

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Apple is the World’s Most Valuable Player | Tech.pinions

Apple is the most profitable, can’t make enough products to meet demand, is the most admired by its peers, yet it is doomed. Reality distortion field.

The facts don’t line up with the picture being presented by the street and the headline seeking mainstream media. And the most unfortunate thing about it is that it is affecting many who aren’t stuck in the reality distortion field. Apple’s shareholders.

The reality distortion field has moved outside of Apple | The Loop

Tim Cook and Apple Versus Wall Street: Don’t Pity the Hedgies

Posted in アップル, 投資家 by shiro on 2013年3月1日

Tim Cook's pay.

Tim Cook and Apple Versus Wall Street: Don’t Pity the Hedgies | The New Yorker

アップル対ウォール街・・・

During the past year alone, as Cook pointed out today, its revenues have risen by forty-eight billion dollars—more than those of Google, Microsoft, Dell, Hewlett-Packard, and Nokia combined.

You might think that would be enough to satisfy the velociraptors on Wall Street, but you would be wrong.

Tim Cook and Apple Versus Wall Street | ParisLemon

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We don’t have the word “limit” in our vocabulary.

Posted in アップル, 投資家 by shiro on 2013年2月15日

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We don’t have the word “limit” in our vocabulary…. | Minimal Mac

“We don’t have the word “limit” in our vocabulary. It’s because of that that we’ve been able to do things for so many years and deliver things people never knew they needed.”

Tim Cook

We don’t have the word “limit” in our vocabulary…. | ParisLemon

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Tim Cook at Goldman Sachs Conference

Posted in アップル, 投資家 by shiro on 2013年2月13日

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Tim Cook の Goldman Sachs Conference から:

Apple announces $8B paid out to developers, a jump of $1B in just one month | The Next Web

エコシステムとデベロッパについて

Over the long-term all phones will be smartphones and there are a lot more people in the world than 1.4 billion. And people like to upgrade regularly. This is an enormous market to get to.

We’ve sold 500 million as of the end of last year, but over 40% of that happened last year. So there’s incredible momentum. And we’ve built a great ecosystem that is also fueling a developer industry… we’ve now paid out over $8 billion to them. Innovation has all moved to tablets and smartphones, so there’s so much momentum. When you look at what we’re doing in China, it’s impressive. There are also areas where we’re not doing as well, and we view those as opportunities. When I string all of these things together, I see a wide open field.

Tim Cook at Goldman Sachs Conference | Daring Fireball

Apple CEO Tim Cook Calls Shareholder Lawsuit A “Silly Sideshow,” Says Company Won’t Waste Time On It | TechCrunch

ヘッジファンドからの訴訟について

Apple calls tablets “the mother of all markets,” Mac cannibalization not a concern | AppleInsider

タブレットについて

Apple Closing 20 Retail Stores In Order To Expand Them, Accomodate More Customers | TechCrunch

アップルストアについて

Apple buying small companies every other month but constantly evaluating larger acquisitions | AppleInsider

企業買収・カニバリゼーションについて

ゴールドマン・サックスのカンファレンスに出席した Tim Cook | maclalala2

タブレット

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This is Tim: Cook at the 2013 Goldman Sachs conference

Posted in アップル, 投資家 by shiro on 2013年2月13日
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Live stream of Tim Cook’s Goldman Sachs presentation

Posted in アップル, 投資家 by shiro on 2013年2月12日
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