Yhoul act as their own general contractor. They're going to hire somebody to get in there who knows how to build houses. That's a huge cost advantage over all these other companies doing built for rent housing. If if alex and adam decide to tell them how to building houses, you know, tat would be like me going out to myyog when i had a pool put in. I'm not going to do that, because that's not my wheelhouse. My wheelhouse is to allocate my capital to how i want my yard to look and then let them run with it.
"Incremental upgrades" were the theme once again, and that seems to be working out well for Apple's customers and shareholders.
(0:21) Tim Beyers discusses: - Fitness+ becoming a serious problem for Peloton - Apple not raising prices (in the U.S.) on the new iPhones - Tim Cook reminding us of his ability to be "a stone cold assassin"
(13:22) Jason Moser and Matt Frankel do a "medium dive" on Boston Omaha, a small-cap holding company focused on billboards, bonds, broadband, and its asset management company.
Stocks mentioned: AAPL, GOOG, GOOGL, PTON, BOC
Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Engineers: Dan Boyd
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