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Archive for August, 2012

  • Aug 19, 2012
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Why Apple is the king of retail

  19 August 2012– The two biggest turn-round projects in U.S. retail got a wee bit more complicated this week.  Electronics chain Best Buy has been distracted by a $9bn takeover bid from its estranged founder, while department store JC Penney reported a disastrous 21.7 per cent fall in like-for-like sales.  The two companies occupy […]


  • Aug 16, 2012
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  • Comments Off on The Apple/Samsung battle: a compendium of the significant analysis/posts
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The Apple/Samsung battle: a compendium of the significant analysis/posts

16 August 2012 –    As we have mentioned in previous posts, the Samsung-Apple phone war has emerged as one of the greatest rivalries of today’s generation. The hate, double-dealing, and grudging respect between Samsung and Apple is now comparable to Red Sox versus Yankees, Lakers versus Celtics, and Duke versus North Carolina.    Our own Nick Staines has […]


  • Aug 11, 2012
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The Apple iPhone … still the winner in the “cool factor” contest

Full disclosure: we are long AAPL. We have held it in our portfolio since 1997.  11 August 2012 – The Google-Samsung-Android-Apple phone wars have emerged as one of the greatest rivalries of today’s generation. The hate, double-dealing, and grudging respect between Samsung and Apple is now comparable to Red Sox versus Yankees, Lakers versus Celtics, […]


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