Tuesday 4 August 2015

Apple 'mego-ecosystem'


Apple 'mego-ecosystem'

Have been considering adding to position in Apple (AAPL) recently. It's been on my mind for the last two years as I saw my AAPL position double.

However recently joined a new group Facebook group 'Global Value Investors' which reminded me of the opportunity: https://www.facebook.com/groups/859829347419940/

Read some interesting articles for research so far. In particular the two below were especially helpful in getting back up to date with the company & Icahn's current views:

Carl Icahn's 2015 May letter to Tim Cook Apple CEO: http://www.shareholderssquaretable.com/carl-icahn-issues-open-letter-to-tim-cook/


Icahn sells stake in Netflix and believes Apple holds the similar opportunities for investors: http://www.bloomberg.com/news/articles/2015-06-24/carl-icahn-exits-netflix-stake-after-stock-doubled-this-year

Cheers
SS