Tag Archives: Apple

Tim Cook Still Thinks About ‘The Jetsons’

Here’s a link to an article from FastCompany about Apple:

LINK: APPLE PLAYING THE LONG GAME

I have defended Apple in the past. I held on to their stock for too long. This interview cut right to the heart of the matter:

“People like things they can do now, not just think about,” Cook says. “I’ve been thinking about The Jetsons since I was a kid. But occasionally you want The Jetsons to come to reality. That’s what Apple is so great at: Productizing [sic] things and bringing them to you, so you can be a part of it.”

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On the Importance of Narrative…

Last week I was invited to talk to an undergraduate business class at Riga Business School (thank you Lester Golden!). One of the themes I focused on was the importance of narrative when looking at individual stocks. From my experience, you can perform as many valuations as you like, but no matter how cheap a stock appears to be, it tends to be subservient to its overall narrative. As investors, we are taught to seek out and purchase future profits at a discounted rate, but as humans, we’re suckers for a good story.

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