A beautiful day on the beach. Love these dunes. (at Napeague Beach)

Today there were thousands of artificial breast implants washing up on the beach. That, or they were #jellyfish. It’s definitely one or the other. (at Napeague Beach)

Maisey Goodwin does whatever she likes. All 9000 lbs of her. #bullmastiff (at Lido Deck)

Few things are more care free than painted shells. (at Lido Deck)

Beach. Maya. Coffee. Three of my favorite things. (at Lido Deck)

The night sky looking E-NE from #Napeague in the #Hamptons. It’s just a 30 sec exposure on an iPhone, but look at all those stars. Amazing.

An open letter to Apple.

Dear Apple,

Thanks for announcing something new is coming on Sept 9th. I’m sure it’ll be, like always, iGreat.

Sure, we’d all like an iPhoneBig or iWristThing (I refuse to say “wearable”). But while that’s all well and good, I was hoping you’d fix a problem we know we have vs one we don’t know we have until you enlighten us to what we’ve been missing.

It’s simple. What we NEED is a holistic iHomeMusicSystem. It’s near impossible to identify, set up and oprate a sexy yet affordable multi-room wireless sound system — which considering the state of advanced technology in 2014, is ridiculous. You changed our music buying habits (iTunes) and use (iPod) but never helped us on the couch. Sonos is the only viable game, but it’s speakers are ugly (and too expensive) and the whole system is too pricey for anything bigger than a NYC loft.

So please, do us a solid. Either buy @Sonos and make it better (preferably), or beat them at their (I mean your) game.

Maybe it’s time to get reacquainted with my #camera collection — starting with this once upon a time fav: my 8mm #Bolex triple turret #D8L.

catskillconversion:

It’s time to deal with stairs.

There are lots of ways the build out stairs in a modern house. For our part, budget aside, we will exclude super modern “floating” treads and boring traditional steps and concentrate on options in between. But that doesn’t help much. Which is where budget comes in.

So we need to decide (now) whether we are going to pass on this decision by simply putting in basic (cheap) stairs and ripping them out in a year or two (once we have completed other more critical areas) and replacing them with our dream stairs, or, trying to afford an in-budget style now that we will love longterm.

If we choose the latter, then our choices are (a) modern/contemporary wood framed stairs, (b) straight/curved/zigzag steel stairs made in the US, (c) curved steel stairs made overseas, or (d) reclaimed/industrial stairs that we tweak and make work.

The difference between (c) vs (b) is about 80%. Significant. And (d) would be awesome but it takes a lot of time to find them.

Workin’ on it. Stay tuned.

(Reblogged from catskillconversion)

Beauty on Broome. They sure don’t make like that anymore. #manhattan #soho #nyc

Random urban patterns. Broome & Wooster (approx).

Good lookin juvenile Chinese #WaterDragon at the local pet shop.

Shares of Apple Inc, as of today, are more valuable then any time in the history of the company.

Many of you know that I have been (and remain) a satisfied Apple investor for 15+ years. I am not a blind fanboy; I simply believe in the brand benefit, the rare air it shares and it’s literal connection to users like myself. As long as that’s consistently delivered upon, I stand firm.

So today I’d like to take a moment to give the middle finger to The New York Times, Business Insider, The Motley Fool, WSJ, Financial Times, Mad Money, Bloomberg, MarketWatch, CNBC, all their promoted bloggers (whose opinions they are conveniently “not responsible for”), and most importantly, the analysts (who after 20 years still do not get this brand) doom & gloom speeches we all have had to endure. Their collective sludge, which consumers believe because they trust these media brands, hurts investors by creating fake uncertainty via phony headlines and ultimately forcing volatility in stocks that otherwise would have smoother sailing. I have called them out almost daily. But it’s like herding cats. Their is no end to the unsubstantiated claims these media outlets will provide in the name of bringing you the “information needed to invest wisely”. Instead they create false truths by beating a dead horse on a daily basis until real facts are forgotten.

A great, common example of this is the now standard headline statement “Apple misses Wall Street’s estimates”. Entire articles are written to suggest that the company has failed or at least fallen short of its own guidance:

http://www.washingtonpost.com/business/technology/apple-faces-pressures-ahead-of-earnings/2013/01/23/29cf3680-6566-11e2-9e1b-07db1d2ccd5b_story.html

But these headlines, like countless others, fail to mention that Apple’s numbers almost always beat it’s own quarterly goals it expects for that period (in the above case Apple claimed it would hit $52B, delivered $54B, and yet was called a “miss”!). Analysts increase these estimates based on their own POV, and then blame Apple when they “miss” numbers they didn’t create! Unbelievable. And I won’t even get into the fact that Apple’s net sales/profit has increased (almost) every year since 2003:

http://en.wikipedia.org/wiki/History_of_Apple_Inc.#Financial_history

Or that Apple earns more money than some small nations. If the iPhone alone were it’s own company it would be bigger than McDonald’s and Coca-Cola combined.

http://www.phonearena.com/news/What-if-the-iPhone-or-iPad-were-their-own-company—How-would-they-size-up_id58675

Today AAPL shares hit their all time high — a goal that at one point in the last 2 years every publication listed above (and countless others) dog piled to claim may never happen.

But the analysts are relentless. If you say someone will trip and fall everyday, eventually, one day you’ll be right (despite having no integrity for all the days where you were wrong). Maybe on that fateful day Apple’s market share will deteriorate and relegate them to niche brand status (which apparently all analysts see as failure). I guess we’ll have to follow their advice and dump all our shares. I mean, how awful to be a niche brand… like poor Porsche, Rolex, Mont Blanc, Waldorf Astoria, Gucci, McIntosh, GoPro, SubZero, Wally Yachts, Sirius Radio, Sonos, and countless other brands who don’t need market leading status to affirm their category defining efforts.

Apple is a success story. And it continues to be despite some wavering. Few brands live up to such inspiring goals… goals that impact our lives in some small pleasureable way. I can not/will not say you should invest because I simply know nothing. I have no advice for you. I don’t know what tomorrow will bring. And I don’t know what Apple has planned.

But I do know bullshit when I hear it. Do your own research, follow companies you love and don’t eat the bullshit.

=============

Victor Mazzeo has been an Apple investor since 1999, enjoyed 1000%+ returns and hates bullshit. Follow him on Twitter: @victormazzeo

A fleeting storm darkens #DitchPlains in #Montauk. (at Ditch Plains Beach)

3 year old Henri was no match for my formidable skills. #pingpong (at Ruschmeyer’s)