This chapter delves into Apple's recent performance amidst the market, discussing potential vulnerabilities and the impact of antitrust concerns. It also analyzes Apple's revenue sources from app usage and streaming services, while considering future growth factors like product innovation and generative AI. The conversation touches on the cyclicality of businesses like Nvidia and the growth potential in sectors like generative AI and GLP.
On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, the bull case for Amazon, how Netflix became the king of streaming, potential challenges ahead for Nvidia, remembering Daniel Kahneman, and much more!
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