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Doug Kass: Apple's Best Days Are Over

October 24, 2012 | About:
Dheeraj Grover

Dheeraj Grover

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:

Credit and Source:, CNBC

About the author:

Dheeraj Grover
I am an individual investor with deep interest in the field of value investing. My ideas and thinking is inspired by highly respected value investors like Ben Graham, Warren Buffett, Walter Schloss, Bill Ruane and Tweedy Browne

Rating: 2.0/5 (13 votes)


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