RiskReversal Pod cover image

Okay, Computer 10/5/22: Elon Eats Bird & Conversations with Not Boring’s Packy McCormick and FirstMark Capital’s Rick Heitzmann

RiskReversal Pod

00:00

How to Play All These Mega Trends With These Huge Incumbents

Apple is going to basically be a $400 billion in revenue company at the end of this year. It trades at about 23 and a half times this year, earnings and sales expected to grow mid single digits. If you start de-emphasizing some of these new hardware platforms that they won't be making, just providing software and services, it could go much higher.

Play episode from 35:21
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app