Good Company vs. Good Stock
This is an excerpt from a comment I read on Daily Speculation. It is such a common misperception that I had to write a response: “Great stocks [Google, Apple] are to be owned. Companies who dominate...
View ArticleVideo Interview: Apple – Don’t Buy! Jackson Hewitt – Buy and my book
In this fund video interview with TheStreet.com I talk about why I don’t think Apple (AAPL) is a buy, why I love Jackson Hewitt (JTX) and my book Active Value Investing.
View ArticleBusinessWeek Video Interview
I talked to Jim Ellis at BusinessWeek about my book Active Value Investing (here is a link to the video). As you will see, if you tie my hand I’d go mute. At about the same time I talked to...
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Mister Softie, are you serious?
I own Microsoft (MSFT) stock, and I do believe it is one of the steals of the century. But when I read that the code name for a phone, that is supposed to capture the days of glory from Apple’s (AAPL)...
View ArticleOn Y! Breakout – Apple (not yet)
I was on Yahoo! Breakout with terrific Jeff Macke discussing Apple ….
View ArticleUnderstanding Apple Requires an Analysis of Fundamentals and Psychology
So many articles have been written recently about Apple — defending it or explaining why this glorious fruit will turn into a shriveling pumpkin by midnight (with Samsung’s help) — that I really...
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How Much Would You Pay for the Apple Ecosystem?
Earlier this week I wrote about the psychological challenges that Apple shareholders face. I also discussed the evolution of Apple’s “i” gadgets — the iPod, iPhone and iPad — and how they have created...
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Trip to Santa Fe and Some Thoughts on Apple
I am back from Santa Fe. It was a fun trip. My father, who turned 80 a few months ago, my son Jonah, and I drove from Denver to Pagosa Springs, spent a day there, and then drove to Santa Fe...
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Why Investors Hate Apple — and Are Dead Wrong
In this article I don’t discuss Apple’s valuation, balance sheet, or financials. I covered these topics in great detail in these articles a few months ago (Part 1: Psychology and Part 2: Value of...
View ArticleInterview with The Disciplined Investor Podcast
I was a guest on Andrew Horowitz’s the Disciplined Investor podcast. Listen to it here Guest: Vitaliy Katsenelson discusses several of his best ideas on the value front. His recent research on Apple...
View ArticleThe Apple Brand
I want to make a quick comment about the Apple brand. Apple’s research and development expense was up 27% last quarter. Annualized, it is running at $5.7 billion. Let me put that in the right context....
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Apple’s Moat Just Got a Lot Wider
I have to admit I was not able to get anything done on Tuesday when Apple released its new iPhone, Apple Pay and Apple Watch — absolutely nothing. Like millions of others, I was glued to my iPad...
View ArticleThe Apple Watch Is More Than a Cool Gadget
“You know how difficult it is to explain to a nonparent the joy of having kids? The Apple Watch is the same thing. It’s hard to explain how great it is to someone who has never worn one.” The other day...
View ArticleInnovation is Alive and Well at Apple
Can Apple still come up with breakthrough innovations? In September Apple introduced an iPhone with 3-D touch, Apple TV that has been turned into a gaming device and a larger iPad with a stylus that...
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Thoughts on iPhone 6s
Writing is a very weird experience for me. Sometimes it feels almost like an act of divine intervention. Not because of the divinity of it, but because of the intervention part. It’s almost as if I...
View ArticleApple, Amazon, Tesla and the Changing Dynamics of the Car Industry
Writing is a very weird experience for me. Sometimes it feels almost like an act of divine intervention. Not because of the divinity of it, but because of the intervention part. It’s almost as if I...
View ArticleApple’s Electric Car and Its Consequences
I was on Bloomberg Radio with Cory Johnson and Carol Massar, discussing my latest article on Apple’s electric car and its consequences.
View ArticleApple vs Coke
Great Stock = Great Company + Great Valuation (Apple vs Coke) Valuation – margin of safety (discount to fair value) – solves a lot of global problems. Let’s take Apple as an example. Today Apple is...
View ArticleNew iPhones are not enough to keep Apple’s stock going, it needs a new category
It is hard to find a bigger Apple stock cheerleader than me. I’ve been writing Apple stock love poems for years. For a long time, it was easy to love the shares because they were unloved by others and...
View ArticleRandom Thoughts on Apple
I wrote more articles about Apple than almost any other company over the last five years. For a long time it was one of the most hated stocks on Wall Street, and when we bought it for the first time in...
View ArticleNow Apple must show what’s next after iPhone X
The iPhone X is likely to be a phenomenal success for Apple. But its success will not be driven by anything new that the new phone packs inside. Instead, its success will be based on the phone’s screen...
View ArticleApple – Not Saying Goodbye
I’ve written more articles about Apple than any other company we’ve ever owned. If I were to lie on Dr. Freud’s couch, then you’d find there were two Vitaliys writing these articles. First, there was...
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