Dan Bin opened AAPL · Apple Inc.
$91M · now 0.1% of the portfolio
TRADED BY
Sep 30
FILED
Oct 22
YOU SEE IT
Oct 22
22 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$348 now
OUR VALUE
$348 today
low $133mid $177high $222
3 models, as of 2026-10-21.
Priced past our value: the move has played out.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。