|New Threads Only:|
|New Threads & Replies:|
Forum List » Guru News and Commentaries|
Guru News, Stock picks and commentaries
Doug Kass: Apple's Best Days Are Over
Posted by: Dheeraj Grover (IP Logged)
Date: October 24, 2012 09:01AM
Doug Kass of Seabreeze Partners was on CNBC to discuss his thesis on Apple (AAPL). He thinks the best days for the tech giant are behind it and new devices will not turn the corner for the company.
-- Size is too big now.
-- Quality issues are coming to fore for the first time as the supply chain is too big to control.
-- Competitors have become more agile and have caught up.
-- Apple has lost its first-mover advantage.
Here is the video:
Stocks Discussed: AAPL,