Apple's China Problem, Its Tenuous Valuation, And The iPhone 15 — With Walter Piecyk
Big Technology Podcast
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Apple's Valuation and Market Dynamics
This chapter examines Apple's paradoxical stock growth amidst decreasing revenues, questioning market efficiency and comparing its business model with that of competitors. It discusses the implications of a lengthening replacement cycle for smartphones, customer loyalty, and the broader consequences for investors as the tech landscape evolves.
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