Elazar was launched in 2004 by Chaim Siegel and has served famous hedge fund clientele who demand a keen understanding of drivers of individual companies and financial markets. Chaim twice worked for renowned trader Steve Cohen of then-SAC Capital (now Point72). He was also a partner at JLF Asset Management which was funded by George Soros. Previously he was one of seven analysts on a $13B mutual fund at Morgan Stanley Asset Management. Elazar Advisors publishes its research into the Reuters/Refinitiv Institutional Platform and Factset where Elazar's earnings estimates are factored into the Street earnings numbers.  Elazar's research is used regularly by fundamental and algorithmic traders and investors at some of the largest mutual fund and hedge fund managers in the world. Chaim has been a 5-Star top ranked analyst in Tesla and other big cap tech companies. Try us with a  free trial here . All investments have many risks and can lose principal in the short and l

Wall Street Journal Confirms Our Recent Apple Call

Apple company stock
The Wall Street Journal (WSJ) reported yesterday that Apple's "market share for renting and selling movies has been falling for years."


We were recently reported to say that "One statistic could make or break Apple's future." That stat was R&D, research and development.

Here's the chart we showed.

Facebook leads, Apple lags R&D spend
R&D For Q1
While Apple (AAPL) (Rated Neutral) has a huge cash hoard and a decent dividend, it under-spent major peers in R&D spending in Q1.

Apple R&D
Above you see that Apple's Q1 R&D growth year-over-year lagged major players looking to steal Apple's share in various categories. That's one big reason The WSJ can report such share loss.

Video is a race. Facebook (FB: MT Buy Rating), Amazon (AMZN: Rated Neutral), and Netflix (NFLX: Rated Neutral) have been sprinting in the video land-grab. Conservatism probably will not be the winning formula longer term.

Let's Wrap It Up

Apple's been busy in the news with lawsuits. Apple probably needs to step up its R&D spend to catch up in the video and technology races.

By: Chaim Siegel, Elazar Advisors, LLC

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