The Cockroach Theory: Why Little Things Matter (even for Apple)
When I was a young investor, I spent a lot of time listening to the wisdom of the old hands around me, like Don Allen and Curt Kittelson. One of the things they taught me was the Cockroach Theory: Stated simply, the Cockroach Theory is “there’s never just one.” Investors apply the theory to stocks, [...]
Has Apple Peaked?
You probably think I am out of my mind – well … hm… no comment. But yes I agree it’s close to madness to discuss Apple’s decline right on the heels of a record-breaking iPhone 5 launch and a stock price that despite some correction is still a rocketship. But bear with me for a [...]
