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MikasalsTheBestWaifu OP t1_ixg5ju1 wrote

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WetEconomics t1_ixg67u1 wrote

Apple was a solid choice. Wouldn’t agree on Cat.

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MikasalsTheBestWaifu OP t1_ixg6dow wrote

Would love to hear your reasoning! I'm all ears!

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WetEconomics t1_ixg8rb5 wrote

Apple only generates free cash flow from its Apple store through subscription services and in app purchases. iPhone as a stand alone product is grossly over saturated in inventory with more aging device models being phased out from updates rendering customer devices unusable and unsellable potentially turning those customers to more affordable non-Apple devices. With an already dwindled supply of fresh iPhone models a costly bottlenecking issue with revenue growth will slowly force Apple executives to cut into the free cash flow generated from their main down lines, they’ll take their profits before investors get their cut. (Never be Bullish on waste).

All industry’s require a big truck. All of them. I have a toddler who plays with trucks and model CAT tractors and as long as they make the small version they will make the big version.

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neothedreamer t1_ixgallg wrote

Cat is hitting the same resistance is has 2x in the last year plus. When the bear rally stalls Cat is coming back down.

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