Apple: Best Business, Not Owned
37:59–38:34 · 35s
He names Apple the best business he’s seen—sticky ecosystem, scale, and silicon edge—yet says they haven’t owned it lately due to valuation.
37:59–38:34 · 35s
He names Apple the best business he’s seen—sticky ecosystem, scale, and silicon edge—yet says they haven’t owned it lately due to valuation.
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