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I like to analyze Apple as if I were Warren Buffet, looking at from a fundamental valuation perspective. Apple is more of a brand and high-end retailer these d
by achillesheels 8y ago
I like to analyze Apple as if I were Warren Buffet, looking at from a fundamental valuation perspective.
Apple is more of a brand and high-end retailer these days (sales per sq ft rival and even exceed Nordstrom), with sticky customer retention through all of their service products. It helps they have made their tech fool-proof and continue to innovate in the direction of improving user experience, which is primarily social in nature with the smartphones.
In this regard, is the brand’s value compounding? Is the App Store, for instance, compounding in value the more it has aged? I think so.