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November 2012

You are browsing the archive for November 2012.

Thoughts on Virgin America

November 30, 2012

I like flying Virgin America as the company has cool and hip branding, plays music in some of its terminals like SFO and the in-flight entertainment system is awesome. One of the best things about the airline is you can order food whenever you like - and the meals I've tried aren't bad. Even first class on most airlines isn't this flexible when it comes to ordering food.

Another great feature they offer is being able to peruse through multiple albums and put together a custom playlist of music.

The Bearish Case on Apple

November 13, 2012

With Apple's stock down more than 20% it isn't difficult to find lots of analysts willing to make the case the stock has further to drop. Regardless of whether you are an Apple bull or bear it is worth pointing out the company's challenges. Wim Lewi has some in-depth analysis of Apple's past and forward-looking sales and the piece is worth a read for investors.

Perhaps the most compelling argument he makes is the replacement sales of devices will lengthen from 2 to 2.8 years.