Hi there Shane M,
Great post !
If truth be told, AAPL would also be a choice of mine, bearing in mind what you had to say about the company.
I think you hit the nail on the head when you say …
1) “ …. a company is more than the numbers, but I think there should be a lot attractive in AAPL to recommend it to Buffet-type investors who approach the company as a powerful brand with pricing power” …. and …
2) “ …. the requirement of sustained innovation is the scarier part of the investment.”
I’d say that the aspect of ‘sustained innovation’ will be one of the key requirements of AAPL’s future success. That’s the area, IMO, where Steve Jobs played such a vital part in taking AAPL to where it is today. The question for the future will be, does Apple still have, within its ranks, the personnel and the ability to continue in that vital area that Jobs occupied.
The product that Apple produces is not the same as, for example, the product that Coca Cola produces. Coke has become one of the largest brands ever and the product can go anywhere in the world and it will be consumed. Unlike Apple,Coke doesn’t need much in the way of ongoing innovation and development to maintain its prominence in its market place.
So, …. If I had anything to do with it your suggestion most certainly won’t be rejected ! |
