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Jason Moser

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
535 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

And Jason, I don't know about you, but I don't see them going back to, you know, I mean, I'm sure if there is a new category that they're looking at it, but I have to think that if Ternus had some great idea over the last five years or something, Tim Cook didn't stop him.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

So I don't think there's just something they're waiting to bust out of the lab.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

I wonder though, like,

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

having a product guy back in charge, should we expect a shift away from like the minding the ship?

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

And I don't know if I'd before that or again, I mean, you know, obviously it depends.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

Hindsight is the key here if it's a great product, but I'm really fascinated what from here just with the choice they make.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

I just want to tap the brakes and make sure we realize what Travis is saying.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

Intel is old school, right, guys?

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

I have no hair.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

I remember Intel from the first dot-com crash.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

They are now above where they were in 1999, 2000.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

Wow!

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

The thing is, though, it's not the same company as it was there.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

I love what they're doing.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

I would point out that it's over 100X forward sales now, almost 120X forward sales now.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

Earnings or sales?

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

Earnings, I'm sorry.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

120X earnings.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

Good catch.

Motley Fool Hidden Gems Investing
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

I don't know what to think now, but cheers to Intel.