JDSoCal
Member
Aspiring oligarch
Posts: 4,183
|
Post by JDSoCal on Feb 1, 2016 21:53:05 GMT -8
I'm personally thrilled Google has the largest market cap and I hope it goes to $2T. Then they can't play Law of Large Numbers against AAPL without explaining why it doesn't apply to GOOG - which makes the lion's share of it revs on iOS.
|
|
bud777
fire starter
Posts: 1,352
|
Post by bud777 on Feb 1, 2016 22:05:57 GMT -8
I'm personally thrilled Google is has the largest market cap and I hope it goes to $2T. Then they can't play Law of Large Numbers against AAPL without explaining why it doesn't apply to GOOG - which makes the lion's share of it revs on iOS. They can do any f**king thing they want. Why should they start making sense now?
|
|
|
Post by ahmpower on Feb 2, 2016 1:33:21 GMT -8
We could say WS is also engaged in confirmation bias. They have been unexcited about the stock for so long that they just justify themselves and therefore keep this trend of divergence between earnings and stock price instead of rewarding it. Argus Research report on Apple: "Our more forward-looking, two-stage discounted free cash flow model renders a value north of $250 per share. Our blended fundamental valuation model points to a price above $235, in a rising trend." Neil Cybart: "Apple's broken narrative" www.aboveavalon.com/notes/2016/2/01/apples-broken-narrativeConfirmation bias confirmation bias confirmation bias
|
|
|
Post by rob_london on Feb 2, 2016 4:11:41 GMT -8
Argus Research report on Apple: "Our more forward-looking, two-stage discounted free cash flow model renders a value north of $250 per share. Our blended fundamental valuation model points to a price above $235, in a rising trend." Neil Cybart: "Apple's broken narrative" www.aboveavalon.com/notes/2016/2/01/apples-broken-narrativeConfirmation bias confirmation bias confirmation bias "In the short run, the market is a voting machine but in the long run, it is a weighing machine."
|
|