The price point for fitness plus reminds me of when they launch their video streaming service. When you have all the cash in the world on your balancesheet, you can afford to to do that sort of thing. In terms of the iphone, 14, four new versions of the phone rolled out. So continuing to serve a very premium product. But a, again, apple does not need to win new customers. What Apple needs is for you and i to see the iph1 as the indispensable, must have device that helps orchestrate our life. That's what it is right now. It's our pocket computer that helps us orchestrate our lives.
"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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