Ben Schachter

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Last quote by Ben Schachter

Investors need not rely on Apple for all the innovation to drive the model forward. If someone creates a game in their parents' garage in Taipei or if GE revolutionizes health care with an app, Apple can benefit.
Feb 28 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Ben Schachter is associated, including Apple, Sony, and service. Most recently, Ben Schachter has been quoted saying: “We simply do not have confidence that [Gamestop] or anyone can accurately forecast console market growth in 2017 and beyond. We remain open to the potential for [Gamestop] to rebound on a faster than expected shift to new businesses and business models, but given management's recent track record and our own uncertainty around forecasting core console gaming, we simply want to see better execution before we can recommend the stock.” in the article Xbox's launches Netflix-like service for gamers.
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Ben Schachter quotes

For years, we saw that investors expected digital/WMT/AMZN/BBY/mobile/real estate/publishers/etc … to kill GME. Now, in 2016, GME is still standing and looks to be evolving. Investors should focus on the cash generating potential of the legacy model in the near/mid-term while it transitions to a multi-category specialty retailer over the longer term.

If iPhone 7 doesn't surprise with meaningful new useful features, we worry that consumers won't upgrade. And unfortunately, nothing that we've seen about iPhone 7 thus far strikes us as particularly innovative.

There will be a lot of excitement about the potential for these bots. We are somewhat more cautious.

Scott Thompson is not there to tweak the business. He saw something in the assets to make him think there was potential.

Google clearly is very interested in making sure that they are there when people are trying to get to the Internet through a mobile device.

Mobile devices are growing at the fastest rates in the industry. Already today more than ten percent of all Google page views are happening on mobile devices so they need to make sure that if you want to get to the Internet and you have a smart phone they want you going through their device and not just through Apple or Microsoft or others.

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