ROIC is historical and means l

ROIC is historical and means little unless they have a strategy to maintain that . With so much funds allocated to buy backs at elevated levels , i think the argument for superior ROIC is spurious . Fact is that consumers have greater choice now , including Deepseek and Apple is unlikely to be able to monetise Apple Iintelligence for a subscription fee.

Conclusion: Apple is overvalued and Buffett is right

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SiliconTracker
02-12
SiliconTracker
Exactly!

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