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  • jlbhgb jlbhgb Jan 20, 2013 6:56 PM Flag

    Anyone here ever visit the AAPL board?

    go to that board and search under "newest" for the terms "Demark", "Gore", etc. My co managing partner has been sharing many insights known only in the let's call it esoteric hedge fund research circles.

    We are positioned for our view that AAPL is going to blow out the quarter Wednesday. Though FB and others are stuggling to figure out sustainable mobile revenues from their posturing, we think GOOG has a big role to play forward due to its quality maps and search tie ins... Still scratching our heads on the Friday news. Strange IR effort to say ~ hey street, your numbers are too high and figure out the mobility sale already. IR does not mix well with novel approaches and IR.

    We are very long (combined over 10% of aum) in GOOG and AAPL, the two clear long term winners, but we only trade Faceplant aka Fakebook. Observationally, it is interesting that FB has gone from college cool to middle school girls texting each other and grandparents sharing pictures of their grandkids and vacations. FB's corporate penetration is bizarre too. Companies are increasingly involved on FB, but if you click to many saying "visit us on FB", you'll see the FB page is typically a mission statement, business overview and inks to their corporate websites. It is hard to see how much any corporation would be willing to pay for that for more than a novelty period.

 
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