FA Notes
August 27th, 2012
Market –0.05%
-Dallas Fed –1.6 vs. –6 estimate, –13.2 prior
-key patents GOOG needs to either license from AAPL or work around are 1) tap to zoom 2) multi-touch gestures http://bit.ly/Odz0F3
-9 quotes from George Soros: http://bit.ly/QfruOZ
-Mitt Romney’s funds annual return 1984-1999 +88% per year. Source: Howard Anderson, former VC and Bain Capital investor
-Steve Jobs: Good artists copy great artists steal Link
TIF call: don’t anticipate meaningful price increases rest of the year. strongest performance came in Japan. higher spend by China/Japan tourists off-set by lower spend by European tourists. sales in NYC flagship store -9%
Categories: FA Observations