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short apple?
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Date: October 10th, 2012 10:45 PM |
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Date: October 10th, 2012 10:58 PM
the best short thesis i've read is that apple's margins are going to get squeezed by increased competition. that probably will bear true but it's hard to know when. |
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Date: October 10th, 2012 11:01 PM |
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Date: October 10th, 2012 11:03 PM |
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Date: October 10th, 2012 11:08 PM
if you knew nothing about tech products and relied on buying guides to make a decision, there's a good chance you'd still buy an apple. this is independent of marketing or the "cool" factor or any of that bullshit. |
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Date: October 10th, 2012 11:12 PM
microsoft = run by computer geniuses / moguls
oracle = run by computer geniuses / moguls
aapl = (oops)
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Date: October 11th, 2012 9:45 AM |
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Date: October 10th, 2012 11:13 PM |
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Date: October 11th, 2012 10:53 AM |
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Date: October 10th, 2012 11:03 PM bro.. this is steve jobs legacy. he probably had enough products in the pipeline to last 2-5 years after his death..
but you see how shitty things are turning already since his demise. |
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Date: October 10th, 2012 11:06 PM
2) It's already down a lot from its $700 high, so shorting it now is betting on a continued downward trend.
3) Shorting it now also means you expect things to get pretty bad pretty quickly. Is Apple at or past its peak? Maybe, maybe not, but if it is, what make you think it's on the precipice of a quick decline? It could still wind up at its current or slightly increasing market share for a while even if the juice is gone. |
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Date: October 10th, 2012 11:13 PM |
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Date: October 10th, 2012 11:14 PM |
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Date: October 10th, 2012 11:17 PM |
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Date: October 10th, 2012 11:18 PM |
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Date: October 10th, 2012 11:21 PM |
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Date: October 11th, 2012 1:39 PM |
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Date: October 10th, 2012 11:42 PM
http://bullishcross.com/2012/10/apple-1000-why-its-time-to-buy/ |
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Date: October 10th, 2012 11:48 PM |
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Date: October 11th, 2012 9:46 AM |
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Date: October 11th, 2012 11:10 AM |
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Date: October 11th, 2012 1:29 PM
HP may be a better bet because their problems are just beginning to be realized by the market. But I still think it's way too risky to short stocks unless you really know what you are doing, especially when the market is generally on the upswing.
I think it would be a terrible mistake to short AAPL. You're talking about a company with the most loyal smartphone consumer base in the world and a company that consistently beats market expectations. You're putting way too much emphasis on iphone5 glitches. Apple has $100B in CASH on its balance sheet and is a proven innovator, so even if they did fuck up I'd expect them to come out with something even better next time. |
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Date: October 11th, 2012 1:32 PM |
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Date: November 16th, 2012 7:35 PM |
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Date: January 25th, 2013 10:52 PM |
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Date: April 17th, 2013 1:42 PM |