The stock market's been wrong about Apple so many times. I think that was partly a function of them having a leader that was just by virtue of who he was and what he believed he was just able to ignore the stock market altogether. And it's not the only thing, but it's certainly an important factor in terms of their ability to outperform the stock market by some incredible amount. "You don't change the world by listening to what the folks at Goldman Sachs have to say"
This episode is all about the (alleged) Apple Beats acquisition. While it may make a certain amount of business sense, does it signify a small but significant change in Apple’s priorities, and is it a cause for concern? Topics covered include:
- The rationale for the acquisition
- The difference between making and recognizing market opportunities
- What makes Apple uniquely capable of building revolutionary products
- Apple’s previous responses when threatened in music
- How to think about mergers and acquisitions
- How to best motivate employees
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