AsymcoUpdated Apple value generation graph. Any questions?
Chris Jones
@delreyjones
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- 23 Posts
@rbreich I’m pretty sure Musk will never see that money. The offer is contingent on Tesla’s stock going up by a factor of six. It’s more likely to go down by a factor of six in spite of all the jive bullshit that comes out of Musk’s mouth.
@rbreich Mitch McConnell
@asymco - And their PE is still almost 200? With a market cap of $1T? Looks like the American film applies: "There will be blood."
@asymco - Musk was a featured speaker at the American Geophysical Union meeting nine years ago in California. Jerry Brown had the same spot a few years later. There was a near consensus among the scientists that the entrepreneur was a disrespectful salesman whereas the politician was an earnest intellectual doing what he could do make the world a better place.
@rbreich - Apple’s target market is the entire world and it has 23% of the world wide smartphone market share. Its US market share is 62%. Is there a consensus that 23% and 62% constitute a monopoly or is there a reasonable debate? Admittedly a rhetorical question, we know what Apple’s attorneys will say but can we predict how judges will respond?
@rbreich - Over in Wales the government may make it a crime for politicians to lie. I believe Gorsuch lied in his confirmation hearings about Roe. Perhaps he shouldn’t be incarcerated but it’s absurd to argue there are no consequences.
@rbreich It's relatively old news that Trump is a madman; it's new news that Biden is approaching dementia.
This is correct in the limited part of the story it tells, but it’s misleading in that it compares apples to oranges, i.e. it compares virtual products in the digital world to tangible products in the physical world. In terms of basic human needs (food, shelter and clothing) the left column represents nothing whereas the right two columns represents all human needs currently being met.
@rbreich Both buy-backs and dividends award shareholders with extra cash, so why don’t I hear people arguing to outlaw dividends?