Did the $APP business just improve dramatically two days before earnings?
Ouch. A 33% 10-yr CAGR?
Carl Icahn held ~45.8M shares of $AAPL at the end of 2015. He sold his entire position in 2016.
Had he simply held those shares, they'd be worth $63B today - more than 17x the current market cap of Icahn Enterprises.
Easy to nitpick this. But I see pretty compelling evidence of $APP’s ecommerce business accelerating rapidly.
Balmer turned out to be the ultimate high-performace investor.
在硅谷千亿富豪圈里,微软前任 CEO 史蒂夫·鲍尔默(Steve Ballmer,目前身家超 1200 亿美元)活成了所有投资人最羡慕的样子。
他既不像马斯克那样天天睡在工厂里造火箭,也不像贝索斯那样到处折腾新公司;他从微软退休之后干的最核心一件事,就是死死抱住自己手里那大约 3.33 亿股(约占微软 4%)的微软股票一股不卖。
按照微软最新上调的季度分红标准计算,鲍尔默哪怕一年到头天天在家里睡觉打高尔夫球,微软公司每年光通过股票现金分红(Dividend),就要往他的个人银行账户里自动打入超过 11 亿美元的纯现金!
手里现金多到花不完的老头,干脆掏出 20 亿美元买下NBA洛杉矶快船队,又自己全款掏了 20 亿美元现金(没向市政府要一分钱补贴) 在洛杉矶盖了一座全新的高科技主场。
因为老头平时看球最烦球迷去上厕所排队耽误看比赛,他直接下令在球馆里装了整整 1160 个马桶和小便池(是全美其他NBA球馆平均水平的三倍),保证全场一万八千名观众哪怕中场休息同时去上厕所也不用排队。
According to this model, $SPCX Space and Connectivity quickly become rounding errors to SI bisiness.
$INTC is a big dissapoitment. But while
FinX is throwing up all over my feed, I see excellent results where it matters - data center/server and foundry.
IMHO, the deluded voting machine knows not what its doing selling a top-quality, market-leading $APP business growing >40% at near 10x forward earnings. But we shall see when the weighing machine eventually speaks.
We shall see what $APP has to say on Nov 4. At these valuations, I keep adding incrementalmy on every large drop.
$SPCX Terafab is going to shake up the semi fab business because overdue for more cost effective approaches but incumbents aren't able to risk new ways.
Soon, $SPCX will be deploying $100b capital/quarter at likely very high rates of return. Of course, doomers will doom as it is easy in these kinds of scenarios.
But…but…@elonmusk told us most of
them are stranded?
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