Anurag Rana
speaker
534 appearances
29 recordings
3 series
first heard Dec 2025
last heard 10 Sep
Anurag Rana’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 — 29 in all, peaking in Apr 2026 with 7.
Appearances
It's not going to come from Europe, uh Western Europe and it's not going to come from the US.
So I think it's a very good strategy.
yes.
Apple's tra Apple is trading at thirty times earnings.
Microsoft is at twenty-two.
Google's at twenty nine eef or even after blowout results.
So even after all of this, Apple's still more expensive than them.
Why?
Um yeah.
So I I think it's a lot of has to do with the business model of the company.
This is something we go back to.
This is a far more stable business model with imagine three percent of revenues going into CapEx compared to forty forty five for Microsoft.
They are not raising CapEx.
They have an absolutely stellar ecosystem of products and guess and and and guess what?
Whoever has the best model, they're gonna pay them a little bit of money to get them
on their uh on their platform.
So it's a completely different business model than than the other uh Mag 7.
Um and people like stability.
People like the free cash flow nature of it.
Right.
Showing 161–180 of 534 · page 9 of 27
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