When non-consensus investor and author Rupal Bhansali looks at Apple Computer, she sees a misunderstood company. “Apple is not a tech company,” the portfolio manager at Ariel Investments exclusively told ValueWalk. “It is really a consumer electronics company that tries to project itself as a tech company. The bulk the money they make is from selling hardware, which is not selling well because it is noncompetitive and actually losing market share.”
Q3 2019 hedge fund letters, conferences and more
Finding misunderstood and mispriced situations is how Bhansali operates the value investing strategy inside the...
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full ArticleAlready a member? Log in here
