What Donald Trump Doesn't Know About Apple Could Fill a Stadium

High tech manufacturing is not the candidate’s area of expertise. On Monday, Tim Cook’s supply chain joined the list of things Donald Trump has promised to…

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Here's What Wall Street Doesn't Get About Apple

9 years ago

Published January 15, 2016 by Philip Elmer-DeWitt

Here's What Wall Street Doesn't Get About Apple

Apple blogger Neil Cybart nails it. “There are two Apples: AAPL, the stock, and Apple, the company.” So wrote Neil Cybart, an insurance industry analyst turned…

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Why Apple Should Buy Time Warner

9 years ago

Published January 13, 2016 by Philip Elmer-DeWitt

Why Apple Should Buy Time Warner

It would get HBO in the bargain. This item in Wednesday's New York Post about Apple and Time Warner is intriguing on several levels: "The tech…

Why So Much Apple Commentary Is So Clueless

It's going to get worse before it gets better. It's painful to read much of what passes for business reporting about Apple these days. The combination…

Apple's Bizarre Valuation: Something's Got to Give

Share prices are seriously out of whack. Two things are remarkable about the chart above, which compares the value of five leading tech companies by the…

Six Reasons Apple Closed 2015 With a Whimper

One investor’s complaint. Judging by the fundamentals—things like revenue, earnings, assets, cash flow, profit margins, and growth—Apple had a very good year. However shares in the…