The Compound and Friends cover image

Reasons to keep Nvidia, Amazon and Apple

The Compound and Friends

NOTE

Incremental Gain in Apple's Sales Price

The price of sales for Apple showed a significant shift in correlation with the transition from consumer technology to annual recurring revenue model. This shift led to an eight-fold increase in the price of sales. The discussion highlights the risk for Apple as there is no visible incremental gain in this new sales model.

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