Chit Chat Stocks cover image

Michael Burry v. NVIDIA; Thanksgiving Turkey Stocks; Is It Time To Sell Alphabet? $GOOG $NVDA

Chit Chat Stocks

00:00

The iPhone Analogy and End-Customer Value

Burry's iPhone analogy frames how usable life differs from accounting life and implications for ROIC sustainability.

Play episode from 15:24
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