BorisBack
08-15

$Apple(AAPL)$ After owning Apple for 40 years, I am still stunned that it is number 1 in market cap. In the 1990s I was the manufacturers rep firm for Apple in the New York, New Jersey market. An aspirational brand, preferred by those who can afford it. 2.2 billion devices in use. The iOS ecosystem. Privacy protection. Quality control. Several hundred million user credit-card numbers on file. Potential disruptions enabled by Vision Pro. AI. Big margins, massive free cash flow, needle-moving stock buybacks, accelerating Services revenue. Etc.

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