How The Intrinsic Value Podcast’s view on $AAPL changed

2026-09-06

“Applovin (APP): The 30-Bagger Down More Than Half”

Apple's M&A track record is mixed (Beats success vs. Humans failure), resulting in a judgment that its capital allocation is average at best.

Would it be fair? To say that Apple's history in Mergers and acquisitions It was extremely uneven From your point of view? I think this is accurate. very. As you know, it was Beats Music acquisition Very good, clearly .

But it's impossible Actually, we are evaluating it because We don't know exactly how much The value he created For the shareholders.

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2026-08-13Bearish

“Ranking Mag7 Companies and AI Stocks”

Do not buy AAPL now due to rich valuation and uninspiring capital allocation; long-term durability of iPhone ecosystem supports holding but not buying at current prices.

Yeah, I mean I feel like if you look at pretty much all of these businesses, I mean they're all pumping a lot of money into capex. I mean I think the only one that I guess you could maybe argue isn't is Apple.

it wasn't that long ago that it was a big deal when we had our first trillion dollar company and those were businesses um like Google and Apple that were generating you know tens of billions of dollars uh in revenue and and you look and and in profit too

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