SKEPTIC’S GUIDE TO INVESTING

Apple: An Investor's Reasons to Underweight


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Discover the pressing reasons behind one investor's decision to go underweight on Apple, the tech behemoth that dominates market conversations and the S&P 500. In an eye-opening discussion with our host Clem, we unravel the subtle indicators of Apple's wavering market grip. Join us as we peel back the layers of this financial conundrum, offering a fresh perspective that challenges the status quo of investment strategies.

This episode is a treasure trove for those who seek to understand the intricate dance between consumer behavior, technological innovation, and market influence. Clem, with a mere 1.8% stake in his portfolio, brings to light Apple's stagnating revenue and earnings growth, and the lukewarm reception of the iPhone 15. We scrutinize the formidable headwinds Apple faces in the Chinese market, including the stunning advancements of Huawei and the government's tightening restrictions. For investors and tech enthusiasts seeking a skeptic's insight into the future of this industry titan, this conversation is an essential listen.

Straight Talk for All - Nonsense for None

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Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.

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SKEPTIC’S GUIDE TO INVESTINGBy Steve Davenport, Clement Miller