Apple Inc.

Hewlett-Packard Continues to be Disrupted by Apple

by Glenn Busch February 24, 2012
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Tablets, by providing an easy and intuitive way of viewing documents are reducing our need to print. And by increasing demand for ebooks, digital magazines, and digital newspapers tablets are reducing commercial printing demand too. As The Financial Times reports, printing is in danger of no longer being the cash cow it once was for Hewlett-Packard (HPQ).

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Apple and Amazon Remain Top Two Holdings for Tiger Management

by Glenn Busch November 16, 2011
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Legendary hedge fund pioneer Julian Robertson closed his Tiger Fund in 2000 and focused on seeding up-and-coming hedge fund managers branded as Tiger Cubs. Recently, Mr. Robertson reopened the Tiger Fund to outside investors and we get to follow his portfolio moves again through 13F filings. An added bonus of looking at Tiger Management’s 13Fs is they act as a proxy for the best ideas of Julian’s Tiger Cubs due to Julian’s constant contact with them.

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Apple and GDX Top Greenlight Capital’s Portfolio

by Glenn Busch November 15, 2011
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Today’s 13F filing will focus on David Einhorn and his hedge fund Greenlight Capital. While being extremely successful on the long side, Mr. Einhorn made his name on the short side. First it was his long and very public battle with Allied Capital, which you can read in his book “Fooling Some of the People All of the Time, A Long Short (and Now Complete) Story“, then his battle with now defunct Lehman Brothers, and now he is taking on Wall Street darling, Green Mountain Coffee Roasters (GMCR).

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Another Hit to Optical Storage Demand

by Glenn Busch August 16, 2011
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Demand for optical storage, CDs and DVDs, is on the decline. This is bad news for companies like Imation (IMN) that derive a majority of their sales from these products. With the release of the New Apple Mac Minis optical storage demand takes another hit.

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More Fun with Apple: The Dow Jones Industrial Index with Apple Instead of Cisco

by Glenn Busch July 21, 2011
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Yesterday we had Zerohedge and their chart of Apple’s cash holdings versus cash taxes paid. Today we have courtesy of Bespoke Investment Group where the Dow Jones industrial Average would be if it had Apple in its index rather than Cisco (CSCO).

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Apple’s Cash and Taxes

by Glenn Busch July 20, 2011
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Apple again beat its earnings estimates. Not a surprise as they always sandbag their guidance and then beat it but they did beat by a large margin this time. Tyler Durden at Zerohedge had a little fun with Apple after their earnings announcement. Mr. Durden created a chart highlighting the total cash holdings of Apple, which is now more than the total market capitalization of Goldman Sachs (GS), and the total amount of taxes paid out by Apple.

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The Holy Grail of Investing

by Glenn Busch March 3, 2011
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The holy grail of investing is to be long the new disruptive technologies and its businesses while being short the obsolete technologies and its disrupted businesses. Why is this the holy grail of investing? Because the task is doubly hard. Not only does an investor need to accurately identify the disruptive technology and the disrupted one but then the investor needs to identify the long-term winners and losers.

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