Cathryn

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286 appearances 3 recordings 2 series first heard Mar 2016 last heard May 2021

Cathryn’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · $10k share portfolio: 11 investment ideas in 2021 · 31 May 2021 podcast

Extreme customer loyalty, high switching costs.

There's heaps of optionality.

So, you know, Apple has expanded into...

Watches, for example, AirPods, heaps of new products coming out, new services as well, particularly, which is what we think at Rask is really going to be really important for Apple going forward, the services business.

So it's higher margin, meaning that more of the revenue dollars flows down to Apple's bottom line.

It's like profit for services business.

So that's like iCloud, Apple Music.

What is it?

Apple TV, fitness, all those sorts of things.

What else?

Network effects.

So I know I've heard stories of people sticking with iPhone or moving to iPhone because of like the iMessage blue bubble.

Balance sheet, it's got about $204 billion of cash on its balance sheet.

And that is more than the market cap of 465 stocks in the S&P 500.

Wow.

So that's just an idea of how big this company is.

And the most recent results, it was like seriously impressive.

It grew revenue at 54%.

And this is a $2 trillion company growing revenue at 54%.

So it was really, really impressive.

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