I’ve occasionally posted concerns about $AAPL from perspective of having a large indirect stake and as a person now entirely within Apple ecosystem. The fundamental issue is continued reliance on iPhone and the fact that NO ONE has any idea what the landscape looks like in 2030.
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There is a good possibility that the fundamental form factor is set to change from handheld devices to voice controlled wearables. We may not be carrying phones a decade from now. In few other industries can we say that the very nature of the flagship product could change as much
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Replying to @LutzStrong @rationalwalk
Brandon, thank you. I really appreciate it.
7:09 AM - 14 Nov 2019
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