It’s too soon to write Apple off

By Ali Unwin, Chief Technology Officer & Fund Manager at Neptune

Earnings season is noisy in the technology sector and a good quarter does not make a good investment. Numbers that come in marginally ahead or behind ‘market expectations’ are extrapolated to produce narratives showing the rise or fall of companies. Our job as technology investors is to pay closer attention to longer-term trends that are far more meaningful in terms of each company’s future prospects: competitive position, pricing power and sustainably growing cashflow streams.

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