An boston omahaw kind of went like meam stockish about a year agoo, got rocketed up to about 50 dollars a share and went like parabolic for a little while. It's going to be a lot more of a roller coach ride in the early stages than like a berkshire hathway or markill. If it was easy to build a 700 billion dollar con conglomerate like warn buffet has, anybody would do it. There's a ton of execution risk. So i view them as individually as all low risk businesses. But in the aggregate, i wouldn't call this a low risk stock at this point. The risk reward, to me, makes a whole
"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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