Locator: 48313MAG7.
Not on my bingo card today! AAPL. On relatively "bad news" for AAPL it's having quite a day:
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Magnificent 7
New tag: Magnificent 7.
Enhancing the partnership: Amazon and Shopify.
This is so unlike any other sector in which to invest:
- relative monopolies
- unique strengths
- the average investor can actually "keep track" of a handful of companies
- behemoths
- market values are incredible
- cash hordes for some are also incredible
- margins, amazing
- partnerships
- a different kind of competition, because they each depend on the other in some way, shape or form
- with some exceptions, their only raw material -- silica and brain power
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Ticker BRK
Flat.
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Flashback
Copy of Arianna's financial newsletter, April, 2005.
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