Why Is Einhorn So Bullish on Apple?

The following video is part of our "Motley Fool Conversations" series, in which research analysts Brendan Mathews and Lyons George discuss topics across the investing world.

Brendan and Lyons discuss the most recent shareholder letter published by Greenlight Capital, the hedge fund run by famous investor David Einhorn. In the letter, Einhorn lays out a bull case for Apple. He says there is no reason that Apple can't grow to a $1 trillion market-cap company. Brendan and Lyons touch on the highlights of his arguments, and express their own opinions about Apple.

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Brendan Mathews owns shares of Apple. Lyons George has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple. Motley Fool newsletter services recommend Apple, Green Mountain Coffee Roasters, and Nokia. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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  • Report this Comment On June 06, 2012, at 7:08 PM, SimchaStein wrote:

    Nice, but forget the $1T and the FB hooks - irrelevant.

    Apple is not a "software company" but a Consumer electronics company, that happens to be have best computer technology, including CPU, GPU, SW, FW, and Storage... and supply management.. and service organization.. and vision.... and sales organization.. and leadership. Why won't the iPad grow to the size of iPhone? Besides all the buzz about iTV, what about iCamera? And 'search' - Why can't Apple do to Google what Google did to Yahoo? - isn't your Google search experience dominated by wannabe self promoters and popular pablum.

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