The Best of Kass
Among his posts this past week, Kass explained why he's in the same Apple basket as David Einhorn, discussed Dennis Gartman's recent "all-out" investment call, and reiterated his explanation of the importance of good defense in investing.
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Einhorn on Apple
Originally published on Friday, Feb. 22 at 12:49 p.m. EST.
- His analysis and the potential unlocking of value are some reasons why I took a long rental in the shares.
Every shareholder and prospective shareholder should read David's rationale for the iPrefs.
This analysis and potential unlocking of value (vis-a-vis some more traditional techniques) are some reasons why I took a long rental in the shares.
At the time of publication, Kass was long AAPL.