2 ms·
> 2 years? Let's assume that Apple is 2 years ahead now, and that their rate of innovation is 20% higher than any competitor. The answer is therefore that the
by intrasight 4y ago
> 2 years?
Let's assume that Apple is 2 years ahead now, and that their rate of innovation is 20% higher than any competitor. The answer is therefore that the competitors will never catch up. This is why I am long APPL.
- wslh 4y agoI think we can apply compound interest in your "never catch up" model under a certain range of time. Also, if we do fundamental analysis of the AAPL stock we can say that they are under the Taiwan/China risk?
- intrasight 4y agoI could not parse your second sentence.