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11min chapter
Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
Prof G Markets
Evaluating Apple's Investment Future
This chapter critiques Apple's stagnation in innovation and high valuation concerns, reflecting on a strategic pivot away from U.S. growth stocks. The speaker discusses their decision to sell Apple shares in light of disappointing product developments and shifting market opportunities in Europe and Brazil. Additionally, they emphasize the importance of diversification to reduce risk associated with overexposure to U.S. tech investments.
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