A Quick Listing of My Tweets After Apple's Predicted (4th) Miss & Indisputable Signs of #MarginCompression

Reggie Middleton's picture




 

Apple has reported, and rather than go through my usual analytic narrative, I've decided that I'll just post my Twitter stream from the last 30 minutes. For those that don't follow me, I have been practically a lone bear on Apple and finally publicly called for a short on their stock the week the iPhone 5 was released. That was about $700 per share. AAPL is trading after hours and after earnings at about $459 per share, or over 400% later in 3 month puts? Many sites had commentors, with ZH and Seeking Alpha in particular, spread no shortage of hate. Well, karma would have 100s of apologetic, "You were spot on" style apologies, correct? New comers to my writings should review "Deconstructing The Most Accurate Apple Analysis Ever Made - Share Price, Market Share, Strategy and All" in detail. No further comment necessary...
Eric B 13 @13EricB

@ReggieMiddleton Genius calls on#AAPL for the last year and a half. Great Research!

Shane MacDougall @Tactical_Intel

@ReggieMiddleton You've been calling the Apple margin compression issue for a long time. Kudos.

ReggieMiddleton retweeted
RedFxTrade's avatar
@Fxflow So many other great products HTC,Android,smart tablets out there that are also cheaper. @ReggieMiddleton nailed it 18 mths ago
ReggieMiddleton retweeted

__Stranger_'s avatar

@ReggieMiddleton Wow, Reggie. You were so freakishly spot on about the Fruit Company. Major hat tip. Sombrero tip, even.

ReggieMiddleton's avatar

RT @edwardnh$AAPL rev incr 18%, $46.3bn to $54.5bn, but income flat at $13.0bn >margins, Hear#margincompression?boombustblog.com/index.php?opti…

ReggieMiddleton's avatar
ReggieMiddleton retweeted
17m
stacyherbert's avatar

#AAPL now down 10% in aftermarket; you were warned by @ReggieMiddleton on#KeiserReport and at Boombustblog.com

18m
ReggieMiddleton's avatar

#AAPL Surprises Unsurprisingly Inept Analyst Estimates: When Will Investors Catch On To The Earnings Management Game? boombustblog.com/index.php?opti…

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@DougKass @herbgreenberg #AAPL says now giving realistic guidance #bearish, I warned 1.5 yrs ago this wouldn't end wellboombustblog.com/index.php?opti…

 ReggieMiddleton's avatar 

Posted b4 4th #AAPL miss: Cost Shifting Your Way To Prominence: Google Wins - Apple, RIM & Microsoft Have ALREADY LOST! boombustblog.com/blog/item/6246…

ReggieMiddleton's avatar

Any large investor who didnt go long #GOOGagainst their #AAPL sales should also strongly consider hiring #BoomBustBlogboombustblog.com/blog/item/6246…

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Large investors who didn't dump #AAPLstock at launch of #iPhone5 should strongly consider hiring #BoomBustBlogboombustblog.com/blog/item/6222…

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Last 2 #AAPL misses meticulously predicted months in advance. Disbelievers, read article 3x, then subscribeboombustblog.com/blog/item/6222…

ReggieMiddleton's avatar

#AAPL margin growth is now structurally impaired, and this was visible 3 yrs agoboombustblog.com/blog/item/6245…

ReggieMiddleton's avatar

#AAPL misses again on the top line as revenue witnesses negative growth - I told you hardware vendors are dead, seeboombustblog.com/blog/item/6243…

 

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Wed, 01/23/2013 - 19:38 | 3181101 bank guy in Brussels
bank guy in Brussels's picture

And when Google goes down into the dirt for its count, will Reggie be re-publishing all the tweets about what a Goog fanboy dummy he was?

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