Okay, Computer: Apple’s Got Vision & Meta Wears Bifocals with Deirdre Bosa
RiskReversal Pod
00:00
Apple's Vision Pro: A Powerhouse for the Future
The Apple ecosystem has been stealthily built up. It's no longer us looking at how many iPhones they're selling, it's the installed base and how much they're spending. I'm actually more comfortable with an Apple multiple at 30 times earnings, 27 26 times next year on expected EPS in sales growth of, let's say, high single digits than I am about some of the other stuff that is really trading off future expectations.
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