Why Apple Isn’t Blackberry

Apple reported earnings a few weeks ago, and as I usually do, I jot down some notes in a file each quarter on the companies I follow. I was reviewing my Apple journal and came across some notes I wrote a while back on Blackberry. This post would have probably been...

The Inevitables

Value investors tend to shy away from technology companies.  There are typically two primary reasons for this.  First, technology can sometimes be difficult to understand.  For example, Nvidia is a technology company that designs graphic processing units.  These units...

Apple’s Key Competitive Advantage

We can’t compete head to head with Apple. There is a branding issue: Apple is premium…” –a high-level source at Lab126, Amazon’s code name for its Fire Phone project The above quote is taken from an excellent Fast Company article which I’d encourage you to read. It is...