Thursday, 14 February 2013
Apple Apple Apple
3 great articles on Apple:
Understanding Apple requires an analysis of Fundamentals and Psychology
Apple has created 3 groundbreaking products over the last 10 years and in the process have created a moat for the company - huge economies of scale, unmatched buying power, ecosystem of products, and a brand associated with quality.
Why David Einhorn Is Wrong About Apple
Ecosystems are overrated (switching costs are low), every product company disaster has had superfans, the moat is narrow.
Apple Versus the Strategy Professorshttp://blogs.hbr.org/fox/2013/01/apple-versus-the-strategy-prof.html