Malcolm Manness

Editor's Choice

  • Understanding Apple – Last Weeks Fad Is Out, But Should It Be?

    By Malcolm Manness - December 7, 2012 | Tickers: AAPL, DELL, GOOG, MSFT | Editor's Choice

    Apple (NASDAQ: AAPL) is plunging! Again!

    Many reporters are running in circles like the proverbial headless fowls. There have been numerous articles questioning “Has Apple lost its mojo?” In the last three months it has tumbled from its all time high of just over $700, to an intraday low of $505.75 (Nov 16).

    So let’s look at the chart.

    <img src="/media/images/user_13421/chart_aapl_3mo_2012-12-07_large.png" />

    [Chart: Yahoo Finance]

    Analysis

    The two important points for more »

  • Understanding Apple vs Google Maps – Deep Analysis, Early Trauma

    By Malcolm Manness - August 20, 2012 | Tickers: AAPL, GOOG, MSFT | Editor's Choice

    In her well thought out post titled Google vs. Apple: Who Has the Most to Lose?, fellow Fool blogger Tamara Rutter  describes the battle of the map-space between Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOG). While she makes many fine observations, Ms. Rutter, like virtually all other bloggers, misses the deep, strategic point that motivates Apple.

    <img src="/media/images/user_13421/ios6-maps_1_large.jpg" />

    iOS 6 Maps with Flyover.

    Too many people assume that the main reason for more »

  • Understanding Apple #2: Success = (O +V) * F

    By Malcolm Manness - July 22, 2012 | Tickers: AAPL, XRX | Editor's Choice

    Understanding Apple #2: Success =  (O +V) * F

    Why are Apple (NASDAQ: AAPL) products so successful? The answer is simple and complex.

    You may love Apple and their products, or hate them to the core, but what cannot be denied is that Apple now has the highest market cap of any company, their products are trend setters, and currently they are trading at rather low multiples, especially regarding forward earnings.

    Warren more »