AAPL: "Our thesis is that AAPL has a terrific...

12:52 AM "Our thesis is that AAPL has a terrific operating platform, engendering a loyal, sticky and growing customer base that will make repeated purchases ... Unfortunately, there have been a series of disappointments," writes David Einhorn in Greenlight Capital's Q1 letter, defending his bullishness on Apple (AAPL) after a 17% Q1 drop. He also defends his lightning-rod efforts to get Apple to remove Prop. 2 and change its capital structure. Vodafone (VOD - 21% Q1 gain) is another name Einhorn remains bullish on, believing "substantial value" could still be unlocked if a Verizon Wireless deal happens, and speculating AT&T might buy what's left of the carrier. (previous) Read comments

AAPL price at time of publication: $456.77. Check AAPL price now »

Get Seeking Alpha notifications with our iPhone App | Android App | iPad App

Focus Articles on AAPL

• The Apple You Don't Know by Adrian Wong
• Why A Budget iPhone Is A Great Idea: 4 Reasons by Investometrica
• The Bigger Picture Apple Investors Are Missing by Marshall Hargrave

Press Releases on AAPL

• Apple More than Doubles Capital Return Program (Business Wire)
• Apple Updates Processors & Prices of MacBook Pro With Retina Display (Business Wire)
• Statement by Apple (Business Wire)

Related Articles on AAPL

• Uni-Pixel: Carclo, Kodak, And Apple - Facts And Rumors by Chris Hofmann
• Microsoft: The Destruction Of Shareholder Value -- A Failure In Corporate Development by Ken Copley
• Will BlackBerry's Cheap Data Strategy Stem Market Share Loss In India? by Sneha Shah

StockTalk on AAPL: AAPL StockTalk | Twitter AAPL | Twitter $AAPL | AAPL Instablogs

Recent Market Alerts on AAPL: All currents | Earnings | Dividends | M&A | On the move

Transcripts on AAPL

• Apple's CEO Discusses F2Q13 Results - Earnings Call Transcript
• Apple's CEO Discusses F1Q 2013 Results - Earnings Call Transcript
• Apple's CEO Discusses F4Q12 Results - Earnings Call Transcript

---

Why are you receiving this? You subscribed to real-time Market Currents alerts at Seeking Alpha.
If this email was forwarded to you and you wish to subscribe to this email, click here.

Manage your emails:
Get alerts on additional tickers and manage all your email alert choices here
I'm getting too many emails: manage your email alert choices
I'm no longer following AAPL: unsubscribe from all AAPL email alerts
This type of alert isn't helpful to me: unsubscribe from Market Currents (breaking news) alerts on AAPL

To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.

Prices in this email are BATS Last Sale quotes.

Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001