AAPL
📱 While the presenter acknowledges Apple’s quality, he sees lower growth potential compared to other tech giants, primarily driven by services rather than hardware sales.
💼 The stock is currently trading around 28 times earnings, and a conservative valuation model yields a projected return of around 7%.
🎯 The presenter expresses agreement with Warren Buffett’s approach and would not prioritize Apple as an investment at this time due to the lower expected return.
@InvertirdesdeCero:
“Apple, for example, is a company that, to me particularly as a client, seems spectacular. As a business, it seems to me that, yes, it is true that growth is not going to come from selling more hardware because it has already reached a very mature point and that the business is going to come from that part of services, but I am quite in agreement with Warren Buffett. It is a company that right now will be trading around 28 times, adjusted here, but the return, applying 25, I find it hard to apply more than these 25 times, gives you 7%, and it is a company that, well, very good, but if I had to shoot today, I would not shoot here, but because it seems to me the lowest TIR, the lowest return.”
Watch the exact part of the YouTube video where the stock is discussed here:
View the video on YouTube.
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