Actually if the cost of capital rises (due to interest rate increase) it will only affect companies that have a lot of debt on their books. Which means lot of growth companies with good technology and addressable market will carry on although with a little lower valuation ( due to discount rate used to calculate NPV and the IRR of investment). I am happy to see the apple make it big on that.
It will be a good idea to look at debt/equity ratio of the growth stocks. Of course P/E must make sense too. inflation will affect both.
Bought Goog yesterday. Bought similar amount of Arkk today. Pure speculation down 50%. Mattaport is still in free fall. Bottom soon?
If a growth stock has capacity to overcome cost of capital hurdle to earn and grow market share, it should be a good stock
So many fin twitters are unhappy that AAPL performs well. Guess they didn’t know that to do well in hardware platform business, need to be very good in supply chain. Both CEO and COO are supply chain gurus. What is the biggest macro issue? Supply chain constraint. Correct 
An illustration of impact of supply chain…
1997, revenue $7.1B, loss $1.1B
1998, revenue $5.9B, profit $309 million - Impact of improved supply chain
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For bass and quality of music combined with better price, Sony is the best afaik
In its own way, Apple may have found a financial solution to the supply chain crises dogging manufacturers worldwide.
I was just curious how much Apple subscribers pay. Apple made $19.52B in quarter from services. They had 785M subscribers. That is on average $25 per subscriber per quarter. Or $8 per month.
Here are Apple subscription fees:
- Apple Music $10/month
- Apple Fitness+ $10/month
- Apple TV+ $5/month
- Apple Arcade $5/month
- iCloud $1 to $10/month depending on storage
Seems average subscriber only get 1 service. There can be upside if Apple subscribers sign up for multiple streams of service.
I’ll likely change to premier One subscription soon but I only have the iCloud subscription and I share that with all my family members. It’s mostly kid’s pictures but shared album is probably duplicating the pictures 5x. This is a thievery level feature IMO. 
.
That’s the only service I subscribe to. Family plan 200GB.
On Wednesday, Berkshire Hathaway (BRK.A, BRK.B) vice chairman Charlie Munger touted Apple, saying he expected the company, along with other tech giants such as Microsoft (NASDAQ:MSFT) and Alphabet ([[GOOG]], [[GOOGL]]) to remain strong 50 years from now.
50 years? Don’t think I can live that long. Well, no need to do anything with my AAPL holdings till … Good to know 
Music to my ears 
Yes, management especially CEO; in general, PEOPLE, Apple employees believe strongly in its mission and understood its core values… is my strong belief is what matters.
“I judge the strength of the company based on how much the customers love it,” he said. “And I’ve got zillions of friends who they’d almost part with their right arm before they’d part with their iPhone. That’s a hugely powerful position to be in.”
AAPL management prove many business gurus wrong, those gurus believe in horizontal specialization and a diversified product line, whereas Apple has vertical integration and a few products. These gurus claim that AAPL is a bad investment because, is a Mac-maker, is an iPodmaker, is an iPhonemaker, is a…
Apple is also said to be preparing its first virtual reality/augmented reality headset for release later this year.
Apple is also said to be preparing its first virtual reality/augmented reality headset for release later this year. That product would be Apple’s first new major device release since it debuted the Apple Watch in 2015. It would also mark what could be Apple’s first steps into the metaverse, something that other companies, like Facebook parent Meta, are banking on as the next evolution of the internet.
Businesses are jumping into metaverse before Apple launches the metaverse product… which should mark the inflection point for metaverse. Apple usually is not the first to launch a new product but known to launch a product at the inflection point of mass adoption.
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