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Why Apple plummets on no news
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In Search of the Holy Grail of Investing
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Daily: Lower average selling price at Apple
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Daily: A brief post about mergers, accounting and shareholder value using Hewlett Packard
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On Elizabeth Warren, bank regulation, and the new secular trend for bank stocks
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The US election and the fiscal cliff
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Daily: continued problems in Europe, earnings surprises, and Apple’s declining loyalty
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Daily: Apple’s margins will continue to decrease
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The Case Against Apple
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Daily: implications of Amazon selling mobile hardware at cost
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