tag:blogger.com,1999:blog-2991101600248617596.post4244952232597875859..comments2023-11-14T02:15:06.159-06:00Comments on Financial Alchemist: Valuation Analysis: Apple vs AmazonTurley Mullerhttp://www.blogger.com/profile/01407515956935491747noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2991101600248617596.post-83598629023949347302008-01-31T13:08:00.000-06:002008-01-31T13:08:00.000-06:00Hi,Like to say that your valuation of appl comes o...Hi,<BR/><BR/>Like to say that your valuation of appl comes out pretty similar to mine. I had the fair value of AAPL at $190 or so. http://oldschoolvalue.blogspot.comJae Junhttps://www.blogger.com/profile/14187375358214668967noreply@blogger.comtag:blogger.com,1999:blog-2991101600248617596.post-83502711485718522892007-11-01T15:36:00.000-05:002007-11-01T15:36:00.000-05:00I won't comment on valuations.Do you see any endur...I won't comment on valuations.<BR/><BR/>Do you see any enduring competitive advantages in either company?<BR/><BR/>Which company has a better competitive position?<BR/><BR/>Which company would you bet your money on?<BR/><BR/>Which company has a stronger elastic upside in 1-3 years?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2991101600248617596.post-71599648103957740862007-11-01T08:57:00.000-05:002007-11-01T08:57:00.000-05:00Thanks for the update on Apple. I just discovered...Thanks for the update on Apple. I just discovered your blog. You have a lot of great stuff.<BR/><BR/>Bill Henner<BR/>www.protraderblog.comUnknownhttps://www.blogger.com/profile/14642565252276346749noreply@blogger.comtag:blogger.com,1999:blog-2991101600248617596.post-45772608534830033882007-10-30T08:14:00.000-05:002007-10-30T08:14:00.000-05:00Interesting post. One comment on AMZN. It's high...Interesting post. One comment on AMZN. It's highly unlikely that capex will grow at the same rate as sales over the next 6 years. AMZN's whole game plan is one of leverage. This will add a bunch of upside to FCF.<BR/><BR/>That said, I do agree with your general conclusion that AMZN is overvalued.ONLYEBAYhttps://www.blogger.com/profile/15898538699669856586noreply@blogger.com