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Keurig Green Mountain, Inc. Message Board

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  • techstrategy techstrategy Jul 24, 2012 11:58 PM Flag

    As predicted -Einhorn Lost in Appl now..


    You are right in part. But, Apple will not, long term, lose as much value as you think. Its valuation when viewed from a cash flow yield perspective is extraordinarily low.

    What you should be thinking about is who wins (at least in the relative sense) in the situation you are describing...

    The best company in the bunch is not Apple and is certainly not Amanzon.

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