September 19, 20133CommentsApple Stays RottenThe “value” in Apple is an illusion. Astute investors need to look at Apple through the lens of what is a reasonable ROIC in the future. by David Trainer, Founder & CEO
June 14, 20113CommentsRIMM’s Stock Offers A Free Option On a ComebackYes, RIMM is losing market share and fast. Yes, RIMM’s Blackberry Playbook tablet is a dud. Yes, the stock has been a stinker recently. And yes, none of what I wrote at the beginning of this article would matter if the stock were not super cheap. by David Trainer, Founder & CEO