Cathryn

speaker

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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Probably a bit of an outlier because it's coming off growth in the iPhone 12.

So it's super cycle upgrade.

But yeah, really impressive business.

And yeah.

Yeah.

Yes.

Plenty of risks, of course.

So probably a big one is regulation.

So I'm sure you've heard of plenty of fines and lawsuits.

I think there's currently one at the moment about Apple's App Store, how it's got a monopoly over the market.

I think Spotify is one of the companies suing about 30% cut that it takes on all the

Purchases that go through the App Store.

In the short term, there's also the global chip shortage, which is happening all around the world for the chips that go into electronic devices.

And then, of course, competition is another big risk as well.

I think it's going to be the first ASX pick from the group so far.

I thought I'd mix it up a bit.

So I've got one US pick, one ETF, and one ASX stock.

So this one is an ETF.

It is the cybersecurity one, so hack.

ASX hack is a ticker code.

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