AnalysisOwner Yield · Premium
Apple: services margin carries the valuation
Hardware no longer has to grow for the investment case to work. But at 30 times earnings, it cannot shrink either.
Daniel Moreau · 15 Oct 2026 · 6 min read
Market data by TradingView · Prices delayed
Market data by TradingView · Prices delayed
Market data by TradingView · Prices delayed
Market data by TradingView · Prices delayed
Market data by TradingView · Prices delayed
Hardware no longer has to grow for the investment case to work. But at 30 times earnings, it cannot shrink either.
Daniel Moreau · 15 Oct 2026 · 6 min read
Passive ownership of the S&P 500 is now a concentrated bet on a handful of companies. Investors should know what they own.
Sofia Brandt · 11 Oct 2026 · 4 min read