AAPL Archives - Page 5 of 6 - Market Mad House

daniel February 6, 2015March 6, 2016 AAPL, AMZN, COST, KR, ODP, Office Depot, Office Depot closes, Retail Apocalypse, SHLD, SPLS, Staples, WMT

Staples’ Purchase of Office Depot Makes No Sense

My prediction: if the merger goes through, there will be bigger losses at Staples as it tries to divest itself of all those stores. The revenue and the stock value of the new Staples will plummet because of those losses. Those losses will come as Staples faces more competition online.

Long Ideas

daniel January 28, 2015April 6, 2016 AAPL, American Express, Apple Pay, Benjamin Graham, Berkshire Hathaway, Charley Munger, COST, Costco, Mr. Money Mustache, Target, Value Investing, Wal-Mart, Warren Buffett, WMT

Are Amazon.com and E-Commerce Driving Grocers’ Growth?

What is the correlation between online retail’s growth and grocers’ growing revenues? The answer is a rather simple one: the grocery store is the one large retail outlet that most people still have to visit on a regular basis.

My Thoughts

daniel January 12, 2015January 12, 2015 AAPL, ABX, Amazon, American Express, Apple Pay, Apple Stock, Bank of America, Benjamin Graham, Berkshire Hathaway, COST, Costco, Day Trading, GOOG, Google, KR, Kroger, momentum, momentum stocks, Mr. Market, Mr. Money Mustache, TSLA, Wal-Mart, Warren Buffett, WMT

Momentum for Stocks

Many of today’s market rock stars, including Google (NASDAQ: GOOGLE), Amazon (NYSE: AMZN), (Netflix: NASDAQ: NFLX), Apple Inc. (NASDAQ: AAPL) and Costco Wholesale (NASDAQ: COST), are momentum stocks. The theory driving these stocks is that the new markets these companies create are capable of generating unlimited growth.

Politics

daniel January 4, 2015February 14, 2016 $3.452 billion in cash from financing, AAPL, American Express, Apple Pay, Apple Stock, COST, Digital Walelts, Digital Wallet, Disruptive Technology, Dollar General, Guaranteed Income, Income Ineqality, Mr. Market, Mr. Money Mustache, PayPal, Poverty, Venmo, WMT, XOOM

How Digital Wallets Could Help the Poor and Reduce the Cost of Government

Since most poor people have or could easily buy a smartphone, the government could simply disperse the aid to an app such as Venmo or Apple Pay. This would eliminate the paperwork, and it could be used to greatly reduce the bureaucracy.

Market Commentary My Thoughts

daniel January 2, 2015March 13, 2016 AAPL, ABX, Amazon, American Express, AMZN, Apple Pay, Benjamin Graham, Berkshire Hathaway, COST, CVS Health, Disruptive Technology, Dollar General, Dollar Tree, FDO, Mr. Money Mustache, TSLA, Venmo, Warren Buffett

Some Predictions for 2015

PayPal will start disrupting the financial services industry as soon as it gets spun off by eBay Inc. (NASDAQ: EBAY). Expect PayPal to unveil its version of Apple Pay in the form of a souped-up Venmo and enter the banking industry, possibly by buying a bank.

Market Insanity

daniel January 1, 2015March 6, 2016 AAPL, Apple Pay, Apple Stock, Benjamin Graham, Berkshire Hathaway, COST, Costco, Coupons, Disruptive Technology, Dollar General, Dollar Tree, Extreme Coupons, Family Dollar, FDO, Groupon, Value Investing, Warren Buffett, WMT

Groupon: Is there Any Value in Coupons?

Groupon has no float and, worse, no means of generating additional float.

Long Ideas

daniel December 31, 2014January 24, 2016 AAPL, Apple Pay, Apple Stock, Bank of America, COST, Costco, CVS Health, Digital Wallet, Disruptive Technology, Dollar General, Value Investing, Wal-Mart

Where Is Apple Pay Actually Accepted?

Finding a store that takes Apple Pay may only be half the battle because a lot of banks don’t support the app yet. To make matters worse, banks appear to be very selective about which of their accounts support Apple Pay and which don’t. Some banks allow it for credit and debit cards, while others do not.

Market Commentary

daniel December 13, 2014 AAPL, Apple Pay, BAC, Bank of America, COST, Disruptive Technology, Dollar General, Financial Chaos, PayPal, Value Investing, Warren Buffett, WMT

Two Big Financial Stories You Need to See

The existence of next generation payment mediums like Bitcoin and market-based lending like portfolio loans will make for extreme economic volatility. Nothing, it seems, will stay the same in today’s economy of destruction.

Market Insanity

daniel December 11, 2014December 11, 2014 AAPL, Benjamin Graham, Berkshire Hathaway, Data Security, Disruptive Technology, Elon Musk, LifeLock, Mr. Market, Mr. Money Mustache, WAG, Warren Buffett

LifeLock Investing in Hot Air

This makes LifeLock like an insurance company; the memberships give it float, a pool of cash it can access at any time for various purposes. Value investors know that Warren Buffett loves float; that’s one of the reason why he invests in things like insurance companies. They have lots and lots of float.

My Thoughts

daniel December 5, 2014December 5, 2014 AAPL, ABX, American Express, Apple Pay, Apple Stock, Bank of America, Berkshire Hathaway, Green Dot, Mr. Market, Mr. Money Mustache, New Source of Electricity, Obamacare, PayPal, Plug Power, Prosper, Square, Wal-Mart, walgreen, Warren Buffett, XOOM

Are Digital Wallets a Threat to Banks?

The threat to banks is best shown by PayPal’s growth rate. PayPal’s mobile payment volume increased by 72% between the third quarters of 2013 and 2014, growing to $12 billion. Mobile payments now make up 20% of PayPal’s payments. Venmo, a mobile payment App offered by PayPal subsidiary Braintree, saw its payment volume grow by 50% between the third quarters of 2013 and 2014.