AAPL (Apple Inc.) Investment Idea
苹果是我见过的最好的生意之一。它拥有一个令人难以置信的生态系统——一旦消费者进入苹果的世界,他们几乎不会离开。这就是我所说的"消费者垄断"。Tim Cook 是一位出色的运营者,他把这台机器运转得比以往任何时候都好。我们持有的不是一家科技公司,而是世界上最强大的消费品牌。
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