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Tuesday, January 18, 2011

FYI... aapl

I was a buyer of AAPL calls in the AM.

There is certainty within the fundamentals of the company (ie product launches) for the next two-three years. So any discount created by the street through the perception of uncertainty is not justified.

Although I am of the strong belief that the culture of Apple (impressive innovation) will last far beyond 3 years.

(Does anyone really think none of his top management learned from him over the last 14 years?)


  1. In one of my emails regarding AAPL, the writer quoted The Art of War:

    Feign weakness when you're about to show strength.

    Interesting, huh?