Comments Off on The Era of AAPL is Over

I got a few comments from my “Tech Pair Trade of the Century” post awhile back along the lines of “Short AAPL? Good luck!” and “Long RIM? Good luck!”.

So it was with interest I noted this week (13F week, when all the “big boys” file their 13-F’s with the SEC) that two very large heavy hitters are calling it quits with AAPL: Read more »

Comments Off on Short Apple & Long RIM: The Tech Pair Trade of the Decade

So far the only comment on my post about going long RIM is “good luck with that”. So far so good there.

My pet quip about value investing is that your investing thesis looks good if it passes what I call the “double idiot test”. That is, you get called an idiot for buying, and then you get called an idiot again for selling. Read more »