Inept’s Activity

Today

Inside Value Boards Post

Inept replied to the Inside Value boards. 12:23 PM

Yesterday

NL

Boards Post

Inept replied to the Berkshire Hathaway board. 3:14 PM

Re: IBM: Is Buffett Wrong?

I'd be concerned that rising profits and margins come on the back of a growing trend to outsourcing and generally damaging cost reductions that limit IBM's ability to execute.

I work in the industry and have been variously an indirect [more]

Fri Oct 17

Inside Value Boards Post

Inept replied to the Inside Value boards. 12:46 PM

Thu Oct 16

Inside Value Boards Post

Inept replied to the Inside Value boards. 12:59 PM

Wed Oct 15

Stock Advisor Boards Post

Inept replied to the Stock Advisor boards. 4:48 PM

Tue Oct 14

NL

Boards Post

Inept replied to the Apple board. 12:12 PM

Re: Lead times for iPhone 6 and 6 Plus

Well, we know (or at least rumors suggest) that Apple increased its initial order for this generation by some 20M units ( [more]

Wed Oct 8

Inside Value Boards Post

Inept replied to the Inside Value boards. 12:28 AM

Mon Oct 6

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Boards Post

Inept replied to the Apple board. 1:30 PM

Re: GT Advanced

Quite a surprise given the commitment from Apple.

Seems like all of their businesses were collapsing but that there was no immediate cash crunch and they acted very pro-actively. Shocking declines in their polysilicon business YoY. Their [more]

Tue Sep 16

Caps Pick

Inept made a pick in CAPS. 10:55 AM

TFS Financial (TFSL) will Outperform the S&P 500

Thu Sep 11

NL

Boards Post

Inept replied to the Apple board. 4:15 PM

Re: Convenience of Apple Pay

Apple Pay (and Google Wallet incidentally) are definitely representative of the direction in which payments are heading. You'll end up moving in that direction too once you give it a try.

You're saying that you don't envision yourself using [more]

Inside Value Boards Post

Inept replied to the Inside Value boards. 1:28 PM

NL

Boards Post

Inept replied to the Apple board. 12:39 PM

Re: Any engineers here know why...

Perhaps, but I see plenty of sub- $30 watches on Amazon with buttons and/or crowns that are still advertised to be water resistant to 50 or 100 meters. Is the digital crown in the Apple Watch so different a thing? Maybe...

Yeah, but [more]

Wed Sep 10

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Boards Post

Inept replied to the Apple board. 5:40 PM

Re: Any engineers here know why...

I'd guess that the button and the crown are the issue. It's easy enough to gasket and seal the bulk of the watch, but the parts that need to move to interface with the user can be more difficult. Spinny bits especially.

It's not a [more]

Tue Sep 9

NL

Boards Post

Inept replied to the Apple board. 4:12 PM

Re: Apple Pay Profit for Apple?

This was the most interesting announcement today. The iPhones were pretty much as expected and the watch looks nice enough, but the payment system is what I've really been waiting for and I'm impressed at the names that Apple has assembled under its [more]

Wed Sep 3

Caps Pick

TMFinept made a pick in CAPS. 3:54 PM

GoPro (GPRO) will Underperform the S&P 500

Tue Aug 26

Inside Value Boards Post

TMFinept replied to the Inside Value boards. 9:26 PM

Tue Jul 29

Inside Value Boards Post

TMFinept replied to the Inside Value boards. 3:46 PM

Mon Jul 28

NL

Boards Post

TMFinept replied to the Apple board. 4:25 PM

Re: Set The World on Fire

Oh, no doubt 0gre. But then we've also gone on to see numerous and sometimes astonishing successes on the backs of those seemingly disappointing launches. People build up unrealistic launch/product expectations and pump up the share price, then they [more]

NL

Boards Post

TMFinept replied to the Apple board. 1:55 PM

Re: Set The World on Fire

Perhaps those expectations are warranted? If this WSJ rumor piece is to believed, Apple's confidence is high enough that it's ordering unprecedented quantities of the iPhone 6 for production:

[more]

Fri Jul 25

Inside Value Boards Post

TMFinept replied to the Inside Value boards. 12:31 PM

CAPS Stats & Trivia

CAPS Player Rating 91.10
Player Rank 6685 out of 75065
Score 987.09
Score Change Today +27.06
Accuracy 56.80%
Active Picks 27
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Coverage Fool CAPS All Star
Board Posts 1876
Recs Received 3665
People who have rec'd these posts 871
Recs to Posts Ratio (last 30 days) N/A
Threads Started 249
Threads Started Percentage 13.27 %
Most Frequent Board Motley Fool Inside Value
Very First Post A IVS: Pfizer post. (2/10/2005)
Percentage of Posts Rec'd 67.11 %
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