My $2 Million Apple Mistake

It was Thanksgiving weekend twenty years ago. I had been watching the stock for a couple of months. It was pummeled on soft results in September and seemed cheap to me. On Sunday night, I looked at the Value Line

The Aesthetic Tightrope

Dogs do not care what patterns are knitted into their sweaters. They may or may not appreciate the functional warmth provided by their sweaters but only their owners derive any benefit from details such as the color scheme, a Christmas

The Quarterly Guidance Trap Bites Apple

“In all of our communications, we try to make sure that no single shareholder gets an edge: We do not follow the usual practice of giving earnings guidance or other information of value to analysts or large shareholders. Our goal

Apple Risks Dominant Position in Tablets With New Digital Publishing Model

The battle between Apple and Google intensified this week with both companies unveiling long awaited business models for publishers eager to develop recurring revenue sources through sale of tablet based subscriptions. Read this article for our views regarding how the “tablet wars” will be affected by the latest battle.

Nokia’s ‘Burning Platform’ Highlights Perils of Creative Destruction

When the Nokia 6160 cellular phone was released in the late 1990s, it was one of the hot technology gadgets of the era. With its “candy bar” styling, good looks, and positive user experience, the phone was very popular and was once considered something of a minor status symbol. Today Nokia faces a “burning platform” according to CEO Stephen Elop. Read this article for more details and commentary.

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