Apple Inc.
AAPL
position
long
JR
Thesis
Apple is currently trading at 12x earnings, which is attractive given its strong product lineup and significant cash reserves. The anticipated release of the Apple television set this year adds to the company's growth potential, making it a solid long-term investment.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The anticipated release of the Apple television set could still be a relevant factor, but without confirmation of its impact or the stock's performance, the outcome remains uncertain.
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