AAPL
Tech Trio: Yahoo, Apple & Google
With most of the commentary focused on the financial industry and the economy at large, we thought it could be useful to highlight the kind of market cap destruction that has hit the famous ‘Tech Trio’.
Its Absolute Nirvana for Value Investors, Whitney Tilson Says
Whitney Tilson discusses how it is a great time for value investors. He discusses his short position in Apple and Berkshire Hathaway's position in Constellation Energy Group. He also explains why he thinks Target and Barnes & Noble are a buy.
The Next Great Company
There have always been companies that stand head-and-shoulders above their peers and the competition. They are loved by their shareholders, hated by the competition and known by all. Who are these companies and how can I find the next great company? All the great companies have something in common. Let's look at a few of them:
105th Edition of the Festival of Stocks
A roundup of last week's stock related blog posts.
The Market's Finest
Barron's latest ranking of the companies most esteemed by investors highlights some familiar favorites, including No. 1-ranked Johnson & Johnson.
5 Deadly Sins of Investing
Picking the right company to invest in is like trying to pick up a grain of sand in your rice with your chopsticks. To come out unscathed, one needs to avoid a lot of investment follies. But everyone makes mistakes. Fortunately, simply avoiding the biggest mistakes is sufficient for you to do well.
Why Technology Companies are so Tricky... Thoughts on Creative Destruction
Ruminations on the pros and cons of Creative Destruction and how it applies to investment strategy.
Sustainable competitive Advantage (SCA) analysis for AAPL (Apple, Inc) and DELL (DELL, Inc)
Read the story and discover how the REAL value of the company and stock price are uncorrelated. Also, read about quantitative aspects of sustainable competitive advantage. The same post is at my blog: www.goldstockanalyst.net
Can They Increase Sales For Several Years?
Predicting future growth requires looking beyond the numbers. Joe Ponzio recommends using Phil Fisher's Point 1, which is to determine if a company has products or services with sufficient market potential to make possible a sizable increase in sales for at least several years.
"A Billionaire's Brand Strategy" - Washington Post Article on Buffett
In the eyes of many, the Oracle of Omaha -- whose Berkshire Hathaway holding company owns or has major stakes in many iconic brands, including Fruit of the Loom, Kraft Foods and Johnson & Johnson -- looks like a brand investor...
Probability of an AAPL earnings surprise
This is an interesting way of using DCF analysis to calculate a new measure of risk instead of relying on beta, which Warren Buffett has called "silly." According to this article, Apple has a risk level of 19%.
Magic Formula Business Sector #5: Hardware
The Hardware sector consists of a number of industries selling commodity products, and one industry with some good moat potential. That's not to say there are not opportunities here, and this article helps to locate them.
Warren Buffett Named 'Manager' of 2008 Boardroom All-Star Team
Warren Buffett ranks number one on Directorship magazine's new list of the most admired board directors. Its Annual Survey of Exceptional Directors is compiled using "data from proxy firms, reader polls and governance experts."
Do software companies have moats?
I examine the idea that software companies in general share business advantages that give them a 'built-in' moat.
Price Follows Value, Even with Apple (AAPL)
An examination of why prices got so out of line with value in large-cap tech.

