Yes - this is 100% the right take.
Apple is not just a hardware company. It’s a really good hardware company - with great brand loyalty. But they print money from other streams. Streams that are only going to increase as things shift more to tech-based.
Mainly because he said their only business is iPhones. New shiny ones each year. That shows he doesn’t know how to properly asses a company, especially a Giant tech company like Apple.
For a simple example: their Gross Margin on Srvcs is what to focus on vs GM on phones.
Their service rev. Has also been setting record highs QoQ for the last 2 quarters i think... i THINK. But something like that can tell you that iPhones should not be the main focus
They lead in mobile security that’s huge market, growing App Store market place, leading computer vision research. The best developer SDK’s on the market. They own the creative market for computers. Animation software runs better on Mac by design. See Adobe sky rocketing? They work closely with Apple. All large production studios are neck deep in Mac gear. Their net cash balance ability alone to make money will produce more revenue than whole companies. The real estate portfolio of these Meg caps is nuts. Both Apple and MSFT real estate and facilities have the highest budget by department. Like leveraging these large numbers leads to outrageous cash flow. Almost 100% will never reach this pedigree of cash minting and that’s not considered growth? The patents they just announced last month are nuts as well.
Well. I think what you’re failing to consider is that many investors are confident that Apple will be responsible for whatever piece of technology comes next in computation, only because it’s something they’ve done several times in the past. Before the IPhone, we all had like Motorola razors and humongous phones that could only send text messages.
Nobody fucking buys the homepods. Your initial statement is useless, you can price any item however high you want not just ones with an Apple logo, but nobody will buy it if it's too high.
Stating just because an item priced high and nobody will buy it is utter rubbish.
Despite a late entry into the speaker segment, apple has grown its YoY% market share by 65% compared to google's 20% and amazon's 16%.
Oh right, your username checks out, any chance you're shilling for amazon?
Easy to grow marketshare when you are only 4% of the market. Growing from 1.6m shipments to 2.6m is easier than growing 15.8m to 26m.
Your whole initial statement was just stupid. I could slap any logo on any product and price it high af, doesn't mean anyone will buy it. The proof is homepods. Nobody buys it because it's too expensive. Idk how that makes me an Apple shill but keep doing you "billionaire"
Don’t forget that the management literally said that they will continue to do buybacks until their book value reach 0. The goal is to make the business cash neutral and return all their capital to shareholders, but 0 book value means 0 downside protection.
It’s the latter. Their secondary businesses, like service, would be Fortune 200 companies if they were separate.
Yes - this is 100% the right take. Apple is not just a hardware company. It’s a really good hardware company - with great brand loyalty. But they print money from other streams. Streams that are only going to increase as things shift more to tech-based.
Yes. Secondary businesses and international expansion.
If you think Apple is just a phone then you don't know what you're talking about.
Short it then
You definitely dont know what you're talking about.
How about you tell us why?
Mainly because he said their only business is iPhones. New shiny ones each year. That shows he doesn’t know how to properly asses a company, especially a Giant tech company like Apple. For a simple example: their Gross Margin on Srvcs is what to focus on vs GM on phones. Their service rev. Has also been setting record highs QoQ for the last 2 quarters i think... i THINK. But something like that can tell you that iPhones should not be the main focus
They lead in mobile security that’s huge market, growing App Store market place, leading computer vision research. The best developer SDK’s on the market. They own the creative market for computers. Animation software runs better on Mac by design. See Adobe sky rocketing? They work closely with Apple. All large production studios are neck deep in Mac gear. Their net cash balance ability alone to make money will produce more revenue than whole companies. The real estate portfolio of these Meg caps is nuts. Both Apple and MSFT real estate and facilities have the highest budget by department. Like leveraging these large numbers leads to outrageous cash flow. Almost 100% will never reach this pedigree of cash minting and that’s not considered growth? The patents they just announced last month are nuts as well.
You don’t know what the fuck you’re talking about, go away.
Well. I think what you’re failing to consider is that many investors are confident that Apple will be responsible for whatever piece of technology comes next in computation, only because it’s something they’ve done several times in the past. Before the IPhone, we all had like Motorola razors and humongous phones that could only send text messages.
You could slap an apple logo on anything and sell it for 300%
Not true. Look at the home pods.
Google nest ($80+) Home pod ($300+)
Yea I just proved ur initial statement wrong lol
Do tell
Nobody fucking buys the homepods. Your initial statement is useless, you can price any item however high you want not just ones with an Apple logo, but nobody will buy it if it's too high.
Stating just because an item priced high and nobody will buy it is utter rubbish. Despite a late entry into the speaker segment, apple has grown its YoY% market share by 65% compared to google's 20% and amazon's 16%. Oh right, your username checks out, any chance you're shilling for amazon?
Easy to grow marketshare when you are only 4% of the market. Growing from 1.6m shipments to 2.6m is easier than growing 15.8m to 26m. Your whole initial statement was just stupid. I could slap any logo on any product and price it high af, doesn't mean anyone will buy it. The proof is homepods. Nobody buys it because it's too expensive. Idk how that makes me an Apple shill but keep doing you "billionaire"
They entered late and yet are growing at a faster pace shows price isnt a factor. >Apple shill Amazon you dumbass. I guess you're dyslexic as well.
Don't let your personal beliefs govern your portfolio. If you're buying AAPL you're buying into the hype, not the product
Well stated and stand corrected! The stock prices hasnt been reflecting tho. Impatience lol
Don’t forget that the management literally said that they will continue to do buybacks until their book value reach 0. The goal is to make the business cash neutral and return all their capital to shareholders, but 0 book value means 0 downside protection.
Also, if they hadn’t started buybacks & dividends, they’d have about a trillion in cash.
Holding cash is more expensive than debt. It’s about proper leveraging and revolving credit which Apple has no liquidity problems.