tag:blogger.com,1999:blog-8152901575140311047.post4967660011772651060..comments2024-03-28T08:16:22.230-04:00Comments on Musings on Markets: Market Mayhem: Lessons for AppleAswath Damodaranhttp://www.blogger.com/profile/12021594649672906878noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-8152901575140311047.post-67087071658765343182014-02-07T12:43:49.545-05:002014-02-07T12:43:49.545-05:00nice post. I just say thank for this information. ...nice post. I just say thank for this information. hope u well there..<br /><a href="http://www.viarshop.com/" title="jual sepatu adidas" rel="nofollow"> jual sepatu adidas</a> | <a href="http://www.viarshop.com/products/183/0/ANTI-HERO/" title="jual sepatu vans" rel="nofollow"> jual sepatu vans</a> | <a href="http://www.viarshop.com/" title="jual sepatu new balance" rel="nofollow"> jual sepatu new balance</a> | <a href="http://ar-sembilan.blogspot.com/2014/01/review-toko-jual-sepatu-online.html" title="review jual sepatu" rel="nofollow"> review jual sepatu </a> | <a href="http://adiradili.blogspot.com/2014/01/ulasan-jual-sepatu-online-shop.html" title="ulasan jual sepatu online" rel="nofollow"> ulasan jual sepatu online</a> | <a href="http://blashz.tumblr.com/jual-sepatu-online" title="jual sepatu online" rel="nofollow"> jual sepatu online</a> | <a href="http://jualsepatumurahonline.weebly.com/" title="jual sepatu murah online" rel="nofollow"> jual sepatu murah online</a> | <a href="http://flashd2.blogspot.com/2014/01/viarshop-recommended-shop.html" title="rekomen jual sepatu" rel="nofollow"> rekomen jual sepatu </a> | <a href="http://flashd3.blogspot.com/2014/01/rekomendasi-toko-sepatu-viarshop.html" title="rekomendasi toko sepatu" rel="nofollow"> rekomendasi toko sepatu</a> | <a href="http://flashd6.blogspot.com/2014/01/viarshop-jual-sepatu-terbaik-indonesia.html" title="jual sepatu terbaik" rel="nofollow"> jual sepatu terbaik</a> | <a href="http://reviewjualbeli.pbworks.com/w/page/74247725/review%20produk%20sepatu%20viarshop" title="review jual sepatu online" rel="nofollow"> review jual sepatu online</a> | <a href="http://blashz.tumblr.com/jual-sepatu-online" title="jual sepatu online" rel="nofollow"> jual sepatu online</a> | <a href="http://www.pekanbaruproperti.com/category/rumah/" title="jual rumah pekanbaru" rel="nofollow"> jual rumah pekanbaru</a> | <a href="http://www.pekanbaruproperti.com/category/toko/" title="jual toko pekanbaru" rel="nofollow"> jual toko pekanbaru</a> | <a href="http://www.pekanbaruproperti.com/category/apartement/" title="sewa apartement pekanbaru" rel="nofollow"> sewa apartement pekanbaru</a> | <a href="http://www.pekanbaruproperti.com/category/tanah/" title="jual tanah pekanbaru" rel="nofollow"> jual tanah pekanbaru </a> | <a href="http://www.pekanbaruproperti.com/category/kos/" title="sewa kos pekanbaru" rel="nofollow"> sewa kos pekanbaru </a> | <a href="http://ar-sembilan.blogspot.com/2014/02/hotel-murah-di-jakarta.html" title="hotel murah di jakarta" rel="nofollow"> hotel murah di jakarta</a> | <a href="http://ar-sembilan.blogspot.com/2013/10/jual-madu-hutan-asli.html" title="Madu Hutan" rel="nofollow"> madu hutan</a>Anonymoushttps://www.blogger.com/profile/09155409676495976433noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-44194101915564510242013-10-17T22:01:36.885-04:002013-10-17T22:01:36.885-04:00What a lovely forum page. I’ll undoubtedly be back...What a lovely forum page. I’ll undoubtedly be back again. Please maintain writing!<br /><a href="http://noriskinvestor.com/" rel="nofollow">neuce county texas tax liens</a><br /><a href="http://noriskinvestor.com/" rel="nofollow">tax forclousures auctions</a><br /><a href="http://noriskinvestor.com/" rel="nofollow">neuce county texas tax liens</a>Maryamhttps://www.blogger.com/profile/16963031774036961008noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-84229669067708809262013-03-25T14:25:39.439-04:002013-03-25T14:25:39.439-04:00I would like apple company to have interview on wa...I would like apple company to have interview on <a href="http://wallstreetledger.net" rel="nofollow">wall street ledger</a>Anonymoushttps://www.blogger.com/profile/06174157687212464551noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-13670892412282923572013-02-25T06:30:44.297-05:002013-02-25T06:30:44.297-05:00Mayhem are a Norwegian black metal band formed in ...Mayhem are a Norwegian black metal band formed in 1984[1] in Oslo long regarded as one of the pioneers of the Norwegian black metal scene. <a href="http://www.webnomicstech.net" rel="nofollow"> web development</a>marcos bakermhttps://www.blogger.com/profile/11923768249840498382noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-54854377508586825982013-02-14T12:53:02.036-05:002013-02-14T12:53:02.036-05:00hi.......nice website.....
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Regararding your valuation of Apple in Dec ...Prof,<br /><br />Regararding your valuation of Apple in Dec 2012. <br /><br />In diagnostics you have used Change in EBIT*(1–t)over 10 years as 19269.48. It appears to be EBIT, not EBIT(1-t). Change in EBIT(1-t) comes to 4852. Marginal ROIC over 10 years comes to 15.62% not 62.05%.<br /><br />Is my analysis correct? <br /><br />2) In none of the years reinvestment equals growth divided by ROC. Why this equation is not holding good?<br /><br />Appreciate your clarification.<br /><br />Thanks<br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-83105686283636852532013-02-05T16:12:57.170-05:002013-02-05T16:12:57.170-05:00Prof,
I watched your appearance on CNBC talking A...Prof,<br /><br />I watched your appearance on CNBC talking AAPL. "If you're a value investor, a true value investor, you've got to invest when you're not comfortable." So true.Wilsonnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-66199089768633352232013-02-01T19:10:30.654-05:002013-02-01T19:10:30.654-05:00Apple Apple and more Apple thats all that you here...Apple Apple and more Apple thats all that you here in the financial news morning noon and every night. Its begining to sound like a broken record. I once heard a guy that was an investment advisor say most folks would rather be wrong about a stock but be with the crowd that likes the stock. Than be the one lone investor thats willing to buy a stock nobody else would touch but make a lot of money on the stock. This should be a clear sign to investors that its not the greatest time to get into apple stock.QUALITY STOCKS UNDER 5 DOLLARShttp://www.zipleaf.us/Companies/The-Manhattan-Calumet-Value-Stock-Hotlinenoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-729469605237880652013-02-01T13:51:20.999-05:002013-02-01T13:51:20.999-05:00I definitely agree that it is a turn point for App...I definitely agree that it is a turn point for Apple to change..especially with increasing transparency and expectations. It was Steve Jobs' style to be covert and worked very well for Apple when he was there. It's time for Apple to recognize and respect the fact that he is gone and cannot be replaced. A lot of the hard-core fanatics on the street were fans of Steve Jobs just as much as they were of Apple. Decoupling that will be hard but necessary for Apple's future.<br /><br />A lot of the excitement with apple is the expectation of greatness. If it is unsure of living up to it (as we've seen with last few products)....it is setting up for a loss of those hard-core fanatics. Unless ofcourse...it does come out with a big bang again. The rumors are galore there..so here we go again!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-29778240951467061902013-02-01T08:54:43.999-05:002013-02-01T08:54:43.999-05:00Every great CEO is a great salesman for his compan...Every great CEO is a great salesman for his company. Jobs had that role in his DNA. He was a relentless and unapologetic champion for Apple, never failing to point out in the bluntest terms the weakness of his competitors. Tim Cook is a gentleman. In his tenure, I don't think he's ever mentioned a competitor by name much less stuck the knife into their weak product offerings. Jobs was acerbic, Buffett does it with humor and sarcasm; Cook is neither funny, sarcastic or acerbic.<br /><br />The value of that kind of response to your competitors is that it drives the press coverage of your company and market perceptions, rather than letting the press drive your company into the ground which is what has been happening to Apple for the past six months.<br /><br />Here are transcripts from two conference calls where Steve Jobs made a rare appearance for the purpose of explaining in great detail (and naming names) why Apple is a brilliantly run business and why the competition is garbage:<br /><br />Fourth quarter 2008 when the economy is tumbling into the Great Recession:<br />http://seekingalpha.com/article/100980-apple-f4q08-qtr-end-9-27-08-earnings-call-transcript<br /><br />Fourth quarter 2010 where he take the opportunity to say what he really thinks about the competition:<br />http://seekingalpha.com/article/230710-apple-s-ceo-discusses-f4q10-results-earnings-call-transcript?part=single<br /><br />It's not enough to run a great business. The CEO must also be a great spokesman for the company both on offense and on defense. Tim Cook undoubtedly knows how to run the business but so far he has not been up to the job of slaying the competition. So this is one area where I think Apple needs to improve.<br /><br />I also agree with you on your second point, transparency. Apple needs to figure out how to get ahead of the rumor curve. Apple should announce new innovations on its own schedule, far in advance of the actual rollout. As it stands now they have delegated that part to unnamed "informed" sources leaving them at the mercy of the rumor mongers. The more credible these soothsayers become, the more power they have to weaken Apple with negative rumors. Speak first and you take away their power to predict Apple's future (and guide market response). It's not enough for Cook to complain about the boundless source of rumors about Apple, he has to take proactive steps to cut them off at the knees, even naming names if necessary to make a a few examples of the most egregious offenders.<br /><br />In short, Apple has a public relations problem that needs to be addressed at the top.Rick Raphaelnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-81419984192457985582013-02-01T08:32:23.979-05:002013-02-01T08:32:23.979-05:00OR JUST DECENT PINSOR JUST DECENT PINSAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-87932641221501622312013-02-01T03:42:41.946-05:002013-02-01T03:42:41.946-05:00Learning from Infosys, do you think projecting one...Learning from Infosys, do you think projecting oneself as a lot more socially/societally responsible helps draw out a larger set of investors - for eg., apple does not talk about CSR or about the "green" credentials of their products. Apple tends to focus excessively on the "user experience" - a lighter iPad probably means fewer precious metals as well. Working with universities enrichening their knowledge, selling their products to the US governments etc. all have value if presented the right way. Any thoughts ?Varadhahttps://www.blogger.com/profile/02546300910849990655noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-72999605334177705762013-02-01T01:21:57.854-05:002013-02-01T01:21:57.854-05:00EB5 Investment Visa is committed to providing the ...<a href="http://yoblendz.com/" rel="nofollow">EB5 Investment Visa</a> is committed to providing the healthiest and best tasting frozen yogurt. We have delicious frozen yogurt that lacks fat and has hardly any calories.<br /><br /><br />Anonymoushttps://www.blogger.com/profile/17364062373477346212noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-65469010921157999962013-01-31T18:13:07.298-05:002013-01-31T18:13:07.298-05:00I'd like to see Apple get into the enterprise ...I'd like to see Apple get into the enterprise business more: making their smartphones/tablets more enterprise happy, and additionally offering software to enterprises. Can you imagine an Apple accounting software? Or Apple inventory management platform? I think there are a lot of avenues on the software side for Apple to show its creativite approach to problem solving and user experience, while slowly refining their cash cows (I-Gadgets) to maximize profits.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-14424975012374303532013-01-31T17:33:29.077-05:002013-01-31T17:33:29.077-05:00I think Apple's focus for this year will be: 1...I think Apple's focus for this year will be: 1) China (a low priced iPhone maybe) and 2) a new product (e.g., Apple HDTV maybe).<br /><br />Both are critical for restoring confidence in the post-Jobs era.Anonymousnoreply@blogger.com