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There is little growth in Asia without reducing cost of initial build and service. Asian are much more price sensitive and expect to be able to pay high in house costs that Apple charges.

Another key aspect that sets Apple apart is vertical integration. Apple now produces a lot of the most complex components used in its own products. Apple silicon is very powerful and you can only get it if you buy Apple products. This took a huge investment of time and money and no other company is in the same position today. This is Cook's real legacy, in my opinion.

I think Apple is an overvalued company, and in last 5-10 years there is no new product or major innovation that apple could launch like it used to when Steve jobs was alive. Its looks like it’s cashing on Steve jobs legacy.

Sir,can I get that PPT ?

Great

بالتوفيق ان شاء الله

Congrats Aalimah🎉 on being qualified Professional

Very nice valuation

Very nice valuation

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Your analysis is great but mostly were in the past in history of the Company. Would like to see more about the valuation, the future prespect and the risk looking forward if you want to hold the company. 9 times earning is pretty low but there should be a reason why the market give the Company such low PE. I think the market price it the stock losing it competitive advantage over the EV.

🙌🙌

🙌🙌

Love your content andrew🙌🙌 student at vmc🫡🫡

, I see that your channel has SEO problem that's why the channel is not increasing views and adding subscribers properly. And your channel isn't growing. Can you give me some time to talk about this?

Wow, Best inspirational video.

Nice. Always liked japanese cars like the subaru and the Kei truck. Really efficient, on point, nothing unnecessary. Not like other "trucks" that occupy a huge unnecesary space and people still use them for in city driving.

Love what you are doing please continue highly engaging.

👌🌟🌸💫✨

IDK if its fair to call EV pressure Extremists, or to look at Toyota as a champion of gas guzzling. Companies like Toyota are at their core engine makers. All those companies focus on a specific engine type, and from that they gain reliability and efficiency. It doesn't make sense for them to abandon their core, for Toyota it is the inline 4 and 6.

No, Toyota is not winning. EV's are simply less expensive to maintain and operate. Hybrids (complex) fail to rid themselves of the extra cost of maintenance for an ICE, which the dealers and industry desire for revenue. BMW's CEO of a couple of years ago resigned because of he failed to move to EV's more assertively. Hybrids waste the advantages of an EV by chaining itself to complexity and costly maintenance of the ICE.

This is a failure of an assessment. This company is going to be in huge trouble in the next 5 years. By all means invest away in this. They have beaten back nothing. The world is going electric within 10 years. They are so far behind in the techniques necessary for the manufacture of electric vehicles. They are banking on their knowledge of how to make complex engines but that advantage disappears because the electric engine is much simpler and more reliable. That Toyota advantage in quality could evaporate with the adoption of electric vehicles.

No. Not buying. I am more future focused and it's clear their strategy will be a failure in the next five years.

Lean manufacturing of obsolete product. Corola 1966 parts can not be used on latest model, therefore just inherited name is not the same product. Toyota will be dead in 24 months.

Although not the best in FMVR score, but one of the strategy of the company is to take stake in emerging tech companies which is evident from its investment portfolio in IT companies all around d the world in last 10 year. Point to be noted is that Tencent Investment is a corporate venture capital arm of Tencent Holdings that focuses on investing in companies with high growth potential, particularly in the internet, mobile internet, and e-commerce sectors. This investment arm operates similar to a venture capital fund, but it's a subsidiary of Tencent, not a separate entity.

I'm interested in this company. A year later, what do you think about PBF now? It has a low PE, as do some other energy companies. Thanks for your info.

Thank you very much for the insight!

Amazing 🌟🌟🌟🌟🌟 Thank you so much Sir

Been holding apple stock for awhile now and reinvesting my dividends every quarter. Starting to debate if it’s something to hold on too or if there are going to be supply chain issues arising with all the political turmoil happening with china…

sir, any update on SMIC?

Yes, absolutely. I don‘t know whether SMIC will win or not but I am certain SNIC will bot lose.I

No, that is comical.

Slow internet or your not faster globe or tm

Hi, from what source did you derive your P&L data?

Andrew is being brutally honest here lol.

It would be difficult for them to fail anytime soon

Their cloud service seems to have a lot of potential, maybe quicker then expected?

p͓̽r͓̽o͓̽m͓̽o͓̽s͓̽m͓̽ ✌️

Great analysis. Would be interested to see an update after the invasion of Ukraine.

Deez

I enjoy listening to your podcasts.

thanks for the report. However it could have been more interesting if you did not simply read the slides.

thanks for the nice presentation. I believe recent turn of events make this company more attractive now.

What a great analysis of a great corporation with great potential . You got a sub. Some of the finance deep dive is over my head by I can still appreciate how incisive and professional it is. I agree commodity cycles can be brutal, but the growth in demand and the over rotation to green energy will mean demand keeps revenue very high. You deserve more subs .

How long can their new business last? And most of their new business depend on domestic consumption. With thailand population Shrink, how long it will last?