Anthony Scilipoti
speaker
1,019 appearances
1 recordings
1 series
first heard Oct 2025
last heard 28 Oct
Anthony Scilipoti’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Oct 2025 with 1.
Appearances
And yet it generates meaningful cash because it has a brand.
People are still willing to pay $8,000 for a new phone.
There's a lot of competitors.
And I'm not sure that that will continue forever at the same rate.
In fact, it's already slowing.
And that debt that they've taken on to buy all back all those shares to generate that EPS growth, that could end up being a problem.
If they instead took that money and went out and bought businesses, operating businesses within its network that would ensure its sustainability, and it's been doing some of that, but continually do that.
Imagine if it just kept the cash and all of a sudden the business that it always wanted to buy suffered a bad quarter and it bought it.
It's very difficult.
When you have a lot of cash, cash is king.
Cash is power.
You know, we've been talking, and again, it goes to one of my rules about being negative sounds smart.
If the market falls or suffers some kind of setback, you shouldn't be concerned.
You shouldn't be scared.
In fact, I did a trip to China, life-changing practically, earlier this year.
I'd never been before.
And when I went to China, if you go and I met with analysts there and taught them our training process, and when they look at their screen, stocks that are down are green.
Stocks that are up are red.
that's how you should rejig your screen.
In fact, I've called FactSet and Bloomberg and see if we can change that.
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