Welcome back to another episode of The Investing For Beginners Podcast! In today's episode, we're diving deep into the world of smartphones and exploring the investment opportunities that lie within. There's been a lot of talk about the impact of 5G technology and the role of cell phone towers, and we'll discuss how these factors are affecting the industry's financial results. We'll also explore the essentiality of cell phone towers for cell service and data processing.
But it's not just the towers that are capturing our attention. We'll explore the competitive advantage that Apple has with their ability to manufacture phones and semiconductors, and how this gives them a unique edge in the market. We'll also delve into other potential investment avenues within the smartphone industry beyond the big players like Apple, Samsung, and Google.
Join us as we discuss the investment potential of telecom companies like AT&T and T-Mobile, semiconductor giants like Micron and Qualcomm, and the exciting prospect of the 5G rollout. We'll share our thoughts on structuring a successful investment in the smartphone industry and the importance of diversification.
So grab your headphones and get ready for an insightful and informative episode on investing in the ever-evolving world of smartphones. Let's dive in!
00:01:55 85.8% of the population uses smartphones.
00:04:19 Micron, Qualcomm, Skyworks - crucial iPhone components.
00:07:57 5G towers face negativity, impact financial results.
00:12:43 Endless VR competition disrupts Apple vs. Samsung.
00:14:27 Apple and Samsung have different pricing strategies.
00:18:16 Value Spotlight subscription: it depends on timing.
00:20:19 Semiconductors at risk of obsolescence due to competition.
00:24:47 Transition away from core competency. Limited returns. 5G potential for faster connectivity.
00:27:11 Potential for Verizon and AT&T growth in streaming.
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