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A comment on Apple’s Relentless Strategy, Execution, and Point of View. Parent comment

Re:Apple’s Relentless Strategy, Execution, and Point of View by valuearb on Monday June 29, 2020 @01:38AM (#23674675)
Except that Apples current performance demolishes Samsung, Apple is and has been far more profitable. Apple has never been highly valued either, it spent most of the last decade well below the markets average price to earnings ratio, the market was continually saying it didn’t think Apples earnings could grow, or even last.

It hasn’t been till the last year where Apple finally broke the market average and squeezed into a low 20 PE ratio. Fir comparison, Amazon hasn’t been below 60 in forever.

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Re:Apple’s Relentless Strategy, Execution, and Point of View by harpratap on Monday June 29, 2020 @02:24AM (#23674923)
I don't see how? Samsung made $45B profit in 2017 vs $48B in 2017 for Apple. 2018- $49B Samsung vs $60B Apple. Even in worst cases Apple made 2x the profits as Samsung. Which means they should at least be worth half as much as Apple by your logic? But they are 5 times less than Apple right now in market cap.
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Re:Apple’s Relentless Strategy, Execution, and Point of View by valuearb on Monday June 29, 2020 @03:49AM (#23675431)
Samsung has much lower quality profits. They have lower margins, and have much higher capital reinvestment requirements please, ie are forced to reinvest more of their profit back into their manufacturing plants. Essentially their profits are overstated.
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Re:Apple’s Relentless Strategy, Execution, and Point of View by fauigerzigerk on Monday June 29, 2020 @07:54AM (#23676704)
Samsung's net income would only be overstated if their capital spending was unsustainably low. I don't know if that is actually the case.
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Re:Apple’s Relentless Strategy, Execution, and Point of View by valuearb on Tuesday June 30, 2020 @05:17PM (#23694898)
Or if they were run by a felon in a country where accounting and governmental employees are highly motivated not to criticize said felons accounting practices. Then you might think twice about taking them at face value.
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Re:Apple’s Relentless Strategy, Execution, and Point of View by asplake on Monday June 29, 2020 @03:03AM (#23675114)
Apple is seen as the one to sustain those profits. The models for Samsung either see lower profits or discount them more steeply in their risk adjustments.
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