Apple could've built lower-priced phone that keeps margin %. Chose not to, believing it not good enough. Street doesn't care about quality.
@anandabits @eric_perlberg actually, there is a need. If can't articulate threat, then upside is by definition unlimited with zero downside
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@monkbent@eric_perlberg strongly disagree. Eventually market valuation will align with tangible earnings. Free pass will not continue 4ever -
@anandabits@eric_perlberg you can't just wave away the fact you aren't making the bear case. Confirmation bias -
@monkbent@eric_perlberg do you agree with that? How do earnings that justify current valuation materialize? That case hasn't been made. -
@anandabits@eric_perlberg it's like people only looking at Apple's downside and not the upside, but the opposite -
@monkbent@eric_perlberg I'm open to hearing how amazon reaches profit levels that justify valuation, just haven't heard a compelling case.
End of conversation
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@monkbent@anandabits@eric_perlberg BEAR case: No extra rev grow v weak US GDP rate—P/E falls; compets cap margin—E static. P implodes. -
@WaltFrench right. It exists. But it's hard to take bears seriously if you don't have a bear argument!@anandabits@eric_perlberg -
@monkbent@WaltFrench@anandabits@eric_perlberg kinda like the AApl bears who think they will be disrupted. By what? -
@DrostSteven@monkbent@WaltFrench@anandabits wow, getting 8 hours sleep and using twitter are apparently incompatible. -
@eric_perlberg thread was out of control - End of conversation
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@monkbent@anandabits 1 hour delivery slots, fleets of trucks, huge warehouses automated etc. Amzn big in US & EU only. Tax issuesThanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@anandabits here in the UK Ocado, started as online grocery rapidly moving into retail, hired exp. retail CEO. Great software 1/2Thanks. Twitter will use this to make your timeline better. UndoUndo
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