We invest in E-commerce, Software as a Service, Biotech, Ai, The Cloud, and Real Estate. We are are located in La Jolla, California as Nansen Investments.
La Jolla, California
Joined April 2009
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Congratulations to Tim Cook and all the employees of Apple on becoming the 1st company to be worth 3 Trillion dollars. I wish Steve Jobs could be here to share in this amazing achievement. I miss him so much. #AAPL
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Intel stock dropping after Nvidia announces server chip - CNBC Congratulations to Jensen Huang. This is one of our core holdings and we are a big believer in Jensen and his vision of the future. apple.news/A0uEZXXtZQ3OgNjDd…
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Congratulations to Apple, Tim Cook, and all the employees of AAPL on being the 1st company to be worth 2 Trillion dollars. A special thank you to Steve Jobs who made it all possible. We miss him so much.
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$AAPL has gone from a company with a 10-15 range Price earnings ratio to a company with a 20-30 PE ratio. What changed? Warren Buffett and the recognition that it is becoming a Service company.
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Nick Nansen retweeted
Our scientists were so preoccupied with whether or not they could, they didn’t stop to think if they should. 53eig.ht/2q3tR1h
$AAPL gross margins on iphones is 31.2% but Services gross margin is 63.8%. iphones are leveling off while Services is growing between 16-20% a year. Apple is smart to emphasize services and obfuscate the iphone. I can see Steve Jobs nodding his approval.
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Another business within Amazon could be worth more than retail, cloud…
@CNBC
cnbc.com/2019/03/19/amazon-b…. $AMZN should get your consideration.
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Normally Apple underperforms about 4 to 6 Q's before it starts outperforming again. Remember the stock starts going up 6-9 months before Apple starts outperforming. So far the troubles with China have led to pretty mild underperformance.
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$AAPL wearables (Apple Watch and iPods) were up over 50% yoy. Having worn all 4 iterations of the Apple Watch, the watch has improved to the point that this year is a tipping point in it's evolution. The watch is finally a must have proposition.
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