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Strategies & Market Trends : Value Investing
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From: Graham Osborn10/24/2017 9:10:28 AM
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Wow, I sure was wrong about FIT's "moat" - seems they are going the way of GoPro. I remember buying it back when I still incorporated some technical criteria in my buy/ sell rules and selling it a week or 2 later during the Great Slide. I've certainly gotten burned more than once on consumer hardware companies. That is a tough space, whatever Warren may say about the iPhone. They had Woz on this morning saying how the iPhone X is basically the same as the last 3 models, and I kind of agree. All consumer hardware gets commoditized sooner or later, and it happens a lot faster than enterprise hardware.
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