Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Benefits of Investing in Apple
01:51 • 4min
The Positive Investment Indicator
06:15 • 1min
Apple's Revenue Generators
07:44 • 4min
The Cyclicity Risk of iPhone
11:24 • 6min
Apple's Services Revenue
17:26 • 4min
Apple's Growth Potential in Emerging Markets
21:53 • 3min
The Vision Pro Is a Mixed Reality Device With a Long Runway for Reinvestment
25:21 • 2min
The Power of Apple's Vision Pro
26:53 • 5min
Apple's AI and Machine Learning Capabilities Are Being Questioned
31:41 • 4min
Apple's Competitive Advantages
35:31 • 2min
Android and Apple's Relationship
37:31 • 4min
Apple's Free Cash Flow Trailing Last 12 Months
41:43 • 6min
Apple's 11% Free Cash Flow Growth
47:24 • 3min
The Impact of Warren Buffett on Apple's Capital Allocation Strategy
50:53 • 3min
The Risk of Antitrust Legislation in China
54:21 • 5min
The Future of Apple
59:19 • 2min
The Best Business in the World
01:01:36 • 2min