“For those of you who have read my short thesis on Research in Motion and have also read most of the colorful discussions within the articles, you will know that I truly understand what it is like to have a contrarian point of view on a company that may be very well liked,” The Ugly Truth writes. “However, why is it so difficult to find a sound article that has a contrarian view on Apple (AAPL)? If there was a good bearish article on Apple, how do we know if it is worth our time to worry about it?”
The Ugly Truth writes, “Given that Apple is widely followed here on SA and given that it will be releasing earnings in a few weeks, it would not be a surprise to see articles about ‘regression to the mean,’ ‘channel checks,’ or ‘supply constraints.’ Is it really that difficult to understand the ‘Cult of Mac?’ …The ‘Cult of Mac’ isn’t really as complicated as the pretenders may want you to believe. Simply, ‘Fanboys’ do not tolerate sensationalistic opinions bashing Apple spun as facts.”
Read more in the full article here.