fareastwarriors Posted February 17, 2017 Share Posted February 17, 2017 Apple Vowed to Revolutionize Television. An Inside Look at Why It Hasn’t The company is testing a new Apple TV capable of streaming ultra-high-definition 4K. It may not be enough to take on Amazon and Roku. https://www.bloomberg.com/news/articles/2017-02-16/apple-vowed-to-revolutionize-television-an-inside-look-at-why-it-hasn-t Link to comment Share on other sites More sharing options...
Liberty Posted February 21, 2017 Share Posted February 21, 2017 Berkshire increases stake by 400% http://www.reuters.com/article/us-investment-funds-buffett-idUSKBN15T2VJ Edit: Wrong link earlier. Sorry! Either Ted and Todd got more play money, or Buffett got involved. More likely T & T, though, but will probably find out at some point soon. Munger makes it sound like the recent AAPL buy might indeed have been Buffett, convinced by T&T: Link to comment Share on other sites More sharing options...
CorpRaider Posted February 21, 2017 Share Posted February 21, 2017 Yeah, I don't think there's much doubt that it is those two who are underwriting the AAPL and the airlines after all that talk about the hooey they had built up over decades. Link to comment Share on other sites More sharing options...
mbharadwaj Posted February 27, 2017 Share Posted February 27, 2017 Buffett bought more AAPL since beginning of year: https://finance.yahoo.com/news/warren-buffett-cnbc-says-bought-115234917.html total about 130 million worth $17B. Link to comment Share on other sites More sharing options...
Ballinvarosig Investors Posted February 27, 2017 Share Posted February 27, 2017 To put it in perspective, it's now Berkshire's second largest holding :o Link to comment Share on other sites More sharing options...
Liberty Posted February 27, 2017 Share Posted February 27, 2017 Wow, that's a really big investment. Link to comment Share on other sites More sharing options...
gfp Posted February 27, 2017 Share Posted February 27, 2017 Sounded like he finished his buying before the earnings announcement. Must be refreshing for him to be able to accumulate that much dollar value of a stock that quickly. Certainly a liquid security! Link to comment Share on other sites More sharing options...
SlowAppreciation Posted February 27, 2017 Share Posted February 27, 2017 Munger discussing it a bit more after the Daily Journal meeting Link to comment Share on other sites More sharing options...
glorysk87 Posted February 27, 2017 Share Posted February 27, 2017 Munger discussing it a bit more after the Daily Journal meeting i had to stop watching once all those fucking weirdos started creeping up behind munger to get their pictures taken with him Link to comment Share on other sites More sharing options...
gfp Posted February 27, 2017 Share Posted February 27, 2017 Seems a shame to let something so minor and insignificant interfere with your hearing Charlie speak freely but I guess they creeped you out more than they did me. Munger discussing it a bit more after the Daily Journal meeting i had to stop watching once all those fucking weirdos started creeping up behind munger to get their pictures taken with him Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 27, 2017 Share Posted February 27, 2017 Munger discussing it a bit more after the Daily Journal meeting i had to stop watching once all those fucking weirdos started creeping up behind munger to get their pictures taken with him haha Get a pic with an investment "rock star" is like a dream come true! if he shook my hand, I would never wash it ever again! (jk) ;D Link to comment Share on other sites More sharing options...
SlowAppreciation Posted February 27, 2017 Share Posted February 27, 2017 Munger discussing it a bit more after the Daily Journal meeting i had to stop watching once all those fucking weirdos started creeping up behind munger to get their pictures taken with him haha Get a pic with an investment "rock star" is like a dream come true! if he shook my hand, I would never wash it ever again! (jk) ;D If you watch more, they get even better. Nothing like Charlie talking about worldly wisdom in between picking his ears and getting peanut brittle and muffin crumbs all over his shirt Link to comment Share on other sites More sharing options...
KCLarkin Posted February 27, 2017 Share Posted February 27, 2017 getting peanut brittle The segment of Charlie struggling to open the peanut brittle was definitely a highlight. Doesn't he have assistants to open these things for him? Link to comment Share on other sites More sharing options...
SlowAppreciation Posted February 27, 2017 Share Posted February 27, 2017 http://www.cnbc.com/2017/02/27/billionaire-warren-buffett-more-than-doubled-his-holdings-in-apple-in-2017.html Link to comment Share on other sites More sharing options...
K2SO Posted February 27, 2017 Share Posted February 27, 2017 Munger discussing it a bit more after the Daily Journal meeting i had to stop watching once all those fucking weirdos started creeping up behind munger to get their pictures taken with him haha Get a pic with an investment "rock star" is like a dream come true! if he shook my hand, I would never wash it ever again! (jk) ;D If you watch more, they get even better. Nothing like Charlie talking about worldly wisdom in between picking his ears and getting peanut brittle and muffin crumbs all over his shirt LOL! I was watching this over the weekend and my 5 year old daughter peeked over my shoulder and asked me who he was. I said he was one of the smartest men alive and she said "he doesn't look very smart - look at all of those crumbs!" Link to comment Share on other sites More sharing options...
Guest longinvestor Posted February 27, 2017 Share Posted February 27, 2017 Munger discussing it a bit more after the Daily Journal meeting i had to stop watching once all those fucking weirdos started creeping up behind munger to get their pictures taken with him haha Get a pic with an investment "rock star" is like a dream come true! if he shook my hand, I would never wash it ever again! (jk) ;D If you watch more, they get even better. Nothing like Charlie talking about worldly wisdom in between picking his ears and getting peanut brittle and muffin crumbs all over his shirt LOL! I was watching this over the weekend and my 5 year old daughter peeked over my shoulder and asked me who he was. I said he was one of the smartest men alive and she said "he doesn't look very smart - look at all of those crumbs!" It was hilarious to watch. At 93, it's remarkable that he wants to share so graciously. I thought the groupies interrupted his answers; not wanting to be left out. Quite annoying. Link to comment Share on other sites More sharing options...
nafregnum Posted March 3, 2017 Share Posted March 3, 2017 http://sabercapitalmgt.com/wp-content/uploads/2017/02/Apple-2017-01-31.pdf http://sabercapitalmgt.com/wp-content/uploads/2017/02/Saber-Capital-2017-02-08-Investor-Letter-2016-Review.pdf John Huber has some great thoughts about Apple being a consumer brand. From the 2016 Review letter: As I visited stores, talked to consumers, studied their ecosystem, and considered the competition, I eventually came to the conclusion that Apple shouldn’t be analyzed as a computer hardware manufacturer, it should be thought of as a consumer brand. Consumer brands like Nike, Coca-Cola, or Starbucks all do somewhat similar things: they buy commodities (their raw materials) and sell brands. Nike’s shoes and shirts might be nice, but the material isn’t all that different than Russell’s or Champion’s, but you may not have even heard of the latter two companies and you likely have paid a 100% markup or more for Nike gear. The commodity material is similar, but Nike gets its 50% gross margins thanks to the brand that it has built over time. Link to comment Share on other sites More sharing options...
Liberty Posted April 4, 2017 Share Posted April 4, 2017 http://daringfireball.net/2017/04/the_mac_pro_lives Gruber got a briefing on the Mac Pro: Let’s not beat around the bush. I have great news to share: Apple is currently hard at work on a “completely rethought” Mac Pro, with a modular design that can accommodate high-end CPUs and big honking hot-running GPUs, and which should make it easier for Apple to update with new components on a regular basis. They’re also working on Apple-branded pro displays to go with them. I also have not-so-great news: These next-gen Mac Pros and pro displays “will not ship this year”. (I hope that means “next year”, but all Apple said was “not this year”.) In the meantime, Apple is today releasing meager speed-bump updates to the existing Mac Pros. The $2999 model goes from 4 Xeon CPU cores to 6, and from dual AMD G300 GPUs to dual G500 GPUs. The $3999 model goes from 6 CPU cores to 8, and from dual D500 GPUs to dual D800 GPUs. Nothing else is changing, including the ports. No USB-C, no Thunderbolt 3 (and so no support for the LG UltraFine 5K display). But more good news, too: Apple has “great” new iMacs in the pipeline, slated for release “this year”, including configurations specifically targeted at large segments of the pro market. Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 6, 2017 Share Posted April 6, 2017 Apple Pay Promised to Make Plastic Obsolete. Then Came Wary Shoppers, Confused Clerks Just 13% of iPhone users have tried the mobile-payment service, by one estimate; Apple works to recruit, train merchants https://www.wsj.com/articles/apple-pay-promised-to-make-plastic-obsolete-then-came-wary-shoppers-confused-clerks-1491384606 Link to comment Share on other sites More sharing options...
undervalued Posted April 12, 2017 Share Posted April 12, 2017 Link to comment Share on other sites More sharing options...
DooDiligence Posted April 13, 2017 Share Posted April 13, 2017 Very nice find! Looks like a fun trip. Imagine, Apple does this 500,000 times a day. http://www.everysecond.io/apple At the end it almost sounded like he was recruiting for US based Apple manufacturers. The WeChat pay was interesting too... Link to comment Share on other sites More sharing options...
mcmaaaaath Posted April 21, 2017 Share Posted April 21, 2017 I posted about Apple-- trying to refute Bluegrass's short thesis on VIC. http://www.biremecapital.com/blog/apple Link to comment Share on other sites More sharing options...
TorontoRaptorsFan Posted April 21, 2017 Share Posted April 21, 2017 Apple Pay Promised to Make Plastic Obsolete. Then Came Wary Shoppers, Confused Clerks Just 13% of iPhone users have tried the mobile-payment service, by one estimate; Apple works to recruit, train merchants https://www.wsj.com/articles/apple-pay-promised-to-make-plastic-obsolete-then-came-wary-shoppers-confused-clerks-1491384606 I recently started using Apple Pay and love it. I was telling some friends about it. Showed them how to set it up and they said the process for payment was easier than they thought. I think a product like this really needs to be spread by word of mouth vs a big saturation of marketing. It would help if the banks showed customers how to use it at local branches. Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 30, 2017 Share Posted April 30, 2017 Apple’s Cash Hoard Set to Top $250 Billion Tech giant’s unequaled stash draws calls for buybacks, acquisitions as corporate tax shift looms https://www.wsj.com/articles/apples-250-billion-cash-pile-enlivens-hopes-fuels-expectations-1493566748 Link to comment Share on other sites More sharing options...
gfp Posted May 2, 2017 Share Posted May 2, 2017 Berkshire Hathaway's 133 million shares are getting awfully close to $20 Billion in market value. It will be interesting to see the updated capital return plan announcement this afternoon. And earnings as well obviously Link to comment Share on other sites More sharing options...
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