Good quote from @munster_gene “this year Apple’s GAAP earnings will essentially equal the combined profit from Google, Microsoft, and Amazon. Despite this, investors value Apple’s market cap at $1.4T compared to the $3T market cap of the other three companies combined”
You've now been observing this phenomenon long enough to say whether your early observations were correct. How has Apple grown relative to other companies you compared it to when you first started saying it was undervalued?
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(Incidentally, I believed you when you said it was undervalued, and bought a bunch of AAPL.)
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Valuation circa 2013 or 2016 or a year ago assumed parabolic trajectory post-peak (i.e. rapid decline). Current valuation assumes steady growth (GDP growth). Other large cap Tech companies are assumed to grow faster than GDP.
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The fable of The Goose That Lays the Golden Eggs has been very helpful for understanding how markets react to Apple. For as long as I’ve been observing it, among investors, Apple has been a discussion about eggs—not about the goose.
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So do you still think the goose is undervalued?
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