Motley Fool Money
Apple Rethinks the iPhone
Dec 16, 2024
Asit Sharma, an investment analyst at The Motley Fool, and Anthony Schiavone, a senior analyst with a focus on UPS, dive into exciting developments in tech and logistics. They discuss Apple's bold moves towards thinner, possibly foldable iPhones to boost sales amid intense competition. The conversation shifts to a disruptive new ride-hailing competitor that's shaking up the market with an innovative subscription model. Finally, they explore UPS's challenges and strategic shifts in response to rising costs and market pressures.
29:41
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Quick takeaways
- Apple's innovation strategy includes developing a thinner, more affordable iPhone and exploring foldable devices to attract diverse consumers.
- MicroStrategy's entry into the NASDAQ 100 signifies a growing acceptance of cryptocurrency investments by mainstream markets, particularly Bitcoin.
Deep dives
MicroStrategy's NASDAQ 100 Inclusion
MicroStrategy's addition to the NASDAQ 100 marks a significant shift in how mainstream markets are accepting companies heavily invested in cryptocurrency, particularly Bitcoin. This company, now valued at approximately $100 billion, holds around $45 billion in Bitcoin, raising questions about the premium attributed to its market cap versus its core enterprise software business. Investors are increasingly viewing MicroStrategy as a hedge against Bitcoin's volatility, characterized as a proxy for the asset's value. The discussion highlights a potential trend where more companies could follow suit, adding Bitcoin to their balance sheets as a strategic financial maneuver.
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