Comments on: TDI Podcast 94: The Outcome is Preordained http://www.thedisciplinedinvestor.com/blog/2009/02/01/tdi-podcast-94-the-outcome-is-preordained/ Investment Disciplines and Timely Advice. Fri, 10 Feb 2012 21:15:03 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2009/02/01/tdi-podcast-94-the-outcome-is-preordained/comment-page-1/#comment-5185 Andrew Horowitz Sun, 08 Feb 2009 19:10:08 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2112#comment-5185 I am not sure where you have received recommendation on apple as mentioned as podcast and blog are general ideas or if it was from above. We mentioned buying on the recent earnings, but be careful not to assume conversations are recommendations either way as those are reserved for clients. ( I am sure you understand) But, yes apple ideas are trading ideas, not holds and the idea that they will be one of the only companies to beat this monster is hard to imagine Also Steve's health is not a positive That said, company looks somewhat strong in this rally and we will watch (no position currently) Andrew I am not sure where you have received recommendation on apple as mentioned as podcast and blog are general ideas or if it was from above. We mentioned buying on the recent earnings, but be careful not to assume conversations are recommendations either way as those are reserved for clients. ( I am sure you understand)

But, yes apple ideas are trading ideas, not holds and the idea that they will be one of the only companies to beat this monster is hard to imagine

Also Steve's health is not a positive

That said, company looks somewhat strong in this rally and we will watch (no position currently)

Andrew

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2009/02/01/tdi-podcast-94-the-outcome-is-preordained/comment-page-1/#comment-5186 Andrew Horowitz Sun, 08 Feb 2009 14:13:18 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2112#comment-5186 Will look at as this is brand new this week. Will adjust... Thanks for the heads up.. A Will look at as this is brand new this week. Will adjust…

Thanks for the heads up..

A

]]> By: Allan http://www.thedisciplinedinvestor.com/blog/2009/02/01/tdi-podcast-94-the-outcome-is-preordained/comment-page-1/#comment-5184 Allan Sat, 07 Feb 2009 20:43:27 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2112#comment-5184 I am curious to know why you chose to short AAPL. IIRC you had a buy recommendation on AAPL when it was around 120 and it was (when you shortened it) down to around 80-90. Given that Apple Inc. has recently shown its best numbers (both for Q3 and Q4 of 2008), I wonder if your choice is based on psychology (Steve being on sick-leave), the market in general (everything is down), or Apple’s expected future revenue potential? I am curious to know why you chose to short AAPL. IIRC you had a buy recommendation on AAPL when it was around 120 and it was (when you shortened it) down to around 80-90.

Given that Apple Inc. has recently shown its best numbers (both for Q3 and Q4 of 2008), I wonder if your choice is based on psychology (Steve being on sick-leave), the market in general (everything is down), or Apple’s expected future revenue potential?

]]> By: Allan http://www.thedisciplinedinvestor.com/blog/2009/02/01/tdi-podcast-94-the-outcome-is-preordained/comment-page-1/#comment-5183 Allan Sat, 07 Feb 2009 20:33:52 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2112#comment-5183 You state that TDIMGS is available to most international investors, but the form following the “more info” link asks for state and zip code but no country. You state that TDIMGS is available to most international investors, but the form following the “more info” link asks for state and zip code but no country.

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2009/02/01/tdi-podcast-94-the-outcome-is-preordained/comment-page-1/#comment-5161 Andrew Horowitz Wed, 04 Feb 2009 12:56:05 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2112#comment-5161 Re: mgarry commented on TDI Podcast 94: The Outcome is Preordained --<br /> We have recently Shorted Apple in our core TDIMG portfolio, so no sure where it was mentioned, but I would think that it would be toward the end..<br /> <br /> Andrew<br /> Re: mgarry commented on TDI Podcast 94: The Outcome is Preordained –
We have recently Shorted Apple in our core TDIMG portfolio, so no sure where it was mentioned, but I would think that it would be toward the end..

Andrew

]]> By: mgarry http://www.thedisciplinedinvestor.com/blog/2009/02/01/tdi-podcast-94-the-outcome-is-preordained/comment-page-1/#comment-5159 mgarry Wed, 04 Feb 2009 06:15:44 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2112#comment-5159 Andrew--I listened twice to this podcast and didn't hear you mention AAPL, but your show notes say you did. Can you tell me where in the episode I can find the discussion please? Love you on TWIT and MBW. Thanks. Andrew–I listened twice to this podcast and didn't hear you mention AAPL, but your show notes say you did. Can you tell me where in the episode I can find the discussion please? Love you on TWIT and MBW. Thanks.

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2009/02/01/tdi-podcast-94-the-outcome-is-preordained/comment-page-1/#comment-5154 Andrew Horowitz Tue, 03 Feb 2009 23:23:04 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2112#comment-5154 I am not sure, will ask<br /><br /><br />A I am not sure, will ask

A

]]> By: ZEL http://www.thedisciplinedinvestor.com/blog/2009/02/01/tdi-podcast-94-the-outcome-is-preordained/comment-page-1/#comment-5152 ZEL Tue, 03 Feb 2009 22:46:55 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2112#comment-5152 Hmmm... Your China excitement is interesting. It is surprisingly similar to Schiff's decoupling theory. What would Mish say? Hmmm…
Your China excitement is interesting. It is surprisingly similar to Schiff's decoupling theory. What would Mish say?

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