Over the past few years, Apple (AAPL) has grown dramatically in market share and market price. In the past 10 years, the price per share of Apple has increased by over 2,300% and by many accounts this growth is projected to continue. Through this report, I will make the argument that further strong growth of Apple is not fundamentally warranted and that Apple is beginning to become a marginal business.
Everyone knows that for the better part of the past year Apple, Inc. ("AAPL", or "The Company") was the world's biggest company by market cap, with Exxon finally regaining that title on Friday, following AAPL's latest price drop in ... Read Post
Since it burst onto the scene almost a decade ago, Google (GOOG) has grown revenue in three ways: Search market growth (number of searches) Search share growth (share of market) Revenue per search growth (paid click and price per cl... Read Post
The Apple Investor is a daily report from SAI. Sign up here to receive it by email. AAPL Up Marginally Shares of AAPL are up marginally as the market wobbles on slowing job growth. The next big catalyst for the stock will be June qu... Read Post