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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Wallace Rivers who wrote (56768)1/28/2016 11:24:11 AM
From: Jurgis Bekepuris  Respond to of 78750
 
If it's not a rhetorical question, you could buy AAPL and short FB you know. ;)

I would not advise doing the second.
I have been buying AAPL, but I'm usually a contrary indicator, so caveat emptor.

Edit: 540 page thread on AAPL cornerofberkshireandfairfax.ca ( as expected there are many more negative opinions now that stock is cheap than there were when stock was expensive ). I won't link to FB thread, since I don't think there's much interesting there beyond well known bull thesis.



To: Wallace Rivers who wrote (56768)1/28/2016 12:47:31 PM
From: Graham Osborn  Read Replies (2) | Respond to of 78750
 
The answer is growth, and yes there is a disconnect. The market views the iPhone as a commodity product and Facebook as a moat.