6 Comments
 

This is the way

"If you don't have any enemies in life you have never stood up for anything" - Winston Churchill | "It's a testament to the sheer belligerence of the profession that people would rather argue about the 'risk-adjusted returns' of using inferior tooth cleaning methods." - kellycriterion
 

Microsoft. 

One thing I don't understand is the incredibly bullish predictions related to Apple's iPhone business. Like, 12 years ago, 90% of rich executives used blackberries. All it takes is one year of iPhones no longer being cool and Apple loses hundreds of billions. 

HF guys feel free to disagree with me. If anything, I'd be interested in your insights

 

Is the bull case based around the iPhone? I thought most analysts agreed that growth in the iPhone line (and most smart phone manufacturers at this point) has stagnated. I think the bull case for AAPL revolves around their services and hardware now, like the M1s, Apple+, rumored tech like AR glasses, and their supposed partnership with Hyundai.

 

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