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2min chapter
Six Reasons to Stay Worried
The Compound and Friends
Apple's Shareholder Yield: The Inverse of the Stock Price
Michael Michael: Apple is not growing right now. Revenue growth is down, but earnings growth is going up because smaller share count. Gross margins are 44%, they're actually going up this year and $80 billion run rate for services - a 70% gross margin business. So that's the best point that you can't find new growth, but that can go on. The service is being the highest margin unless what if the government says, all right, enough for this nonsense? You're not taking a 30% break. Well, yeah, that's the worst.
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