4
There’s Always One

Thomas Kee is doubling down on his advice to sell Apple short:

My purpose here is NOT to suggest that sales of iPhones are going to decline aggressively, even though I firmly believe AAPL products do not carry with them the competitive advantages they once did. Instead, I am suggesting that sales growth like what we have been witness to will not continue at the same rate. This stall is coming, it is closer than most people think, and what we were just witness to is likely the peak in this growth cycle.

Thursday, 26 January 2012