Apple Inc.
AAPL
position
long
Alex Sacerdote
Thesis
After previously exiting our position in Apple due to concerns about slowing smartphone adoption and competitive pressures, we have re-entered the stock. We believe that Apple's value is being underestimated, particularly with potential growth in the automotive sector, where even a small market share could significantly impact earnings per share.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The potential growth in the automotive sector remains a possibility, but without further information, we cannot determine the effectiveness of the pitch.
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