My Patrix site
A comparison of P/E compressions
Following the presentation of growth/PE of comparable companies in the previous post, here are charts showing the Growth vs. P/E as a scatter plot. I highlighted the quarters pre-crisis as red dots and the quarters…
Author
Farshad
-
-
Growth profiles of 13 companies
The previous article showing the profile of Apple’s growth vs. its P/E prompted a similar review of a set of comparable companies. The cohort is composed of: Apple HP Dell Lenovo Acer Sony Samsung LG Nokia RIM HTC…
-
Apple's P/E compression illustrated
The reason we look at valuation is that it offers insight into how innovation is perceived. If a company is a successful innovator it usually creates vast wealth for its owners. However, the timing of that wealth…
-
Why Apple's shares rose after Steve Jobs resigned
CEO resignations often cause share prices to rise. Witness the effect of the latest CEO departure on Yahoo!. This typically happens because CEO replacements are not necessary when companies are successful. In times of…
-
Why Carol Bartz was fired
Occasionally I write articles titled “Why CEO X was fired.” You can read one here, and here and here. These are allegorical stories. I don’t base the opinion on evidence but on perception of what’s wrong with a…
-
The proliferation of mobile platforms
While some mobile platforms are being withdrawn from the market, others are being introduced. The net is that there are more mobile platforms announced for 2012 than ever before. The following chart shows the lifespan of…
-
Quantifying the phobia of owning Apple shares
As the market continues to exhibit signs of instability, an interesting paper[1] identified a correlation between the U.S. stock market and an index of the U.S. Financial Conditions. This index measures the assessment of…
-
The third ecosystem. What are the odds?
The latest survey from ComScore breaks down the installed base of specific mobile platforms in the US. Tracing the data over time shows the following charts: In the last month Android gained about 2.9 million users,…
-
The case for the iPad's future
The question of low end disruption should be a concern to any manager. It’s one of the most important sources of growth and has led to a vast amount of wealth creation. Apple was an early low end disruptor by selling…
-
US smartphone penetration growth rate update
The survey data from comScore is in and it suggests that smartphone penetration increased by a significant 1.58%. It is now 35.1% with 82.2 million users. The weekly new user rate was about 863k/wk during July or about…