Bearish Apple
Looks like $700 in September was the peak. The new CEO is too dumb to understand a simple balance sheet arbitrage.
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3 comments:
I remember you were bearish in the past w/ Netflix. Does that sentiment still hold true and do you think nflx is a good short candidate going forward, especially after this recent rise/squeeze?
I haven't looked at it recently.
I do think they missed the chance to secure content rights cheaply and now they have no moat.
See also: http://www.creditbubblestocks.com/2012/06/something-else-important-from-emh.html
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