
Matt Cochrane - Moats and More
The Business Brew
00:00
Apple's Free Cash Flow Yields Are Like a Shark in a Smaller Fish
Facebook's recent results and see this is a more important thing because I think it really I think it uh goes to Google so um the amount of money that Facebook is it appears in my understanding to have to pay to solve the problem of no longer being able to access Apple's data right we're talking about 30 billion dollars of incremental AI spend. If you take that 15 billion out and you've got a shareholder base that cares a lot about free cash flow yields and you have customers that are very happy like I just don't know that it makes sense to try to upset the Apple cart huh good pun.
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