Can you trust someone in finance who feels that have to filter their analysis through a political bias?

This dude has a political jab every single time he gets on here.

I always enjoy listening to Max. Whether by design or mishap maybe ceding the Alexa home device market to Google may have been a really, really a good idea. Tim Cook is constantly trying to differentiate Apple from Google and Facebook on the Privacy/sharing/selling data issue. IMO, these home “listening” devices and all their Orwellian overtones are NOT where Apple wants to go.

What on earth was he talking about regarding debt? They have $130b net cash and are buying back $20b a quarter, so clearly "doing" something. Lots to be critical of regarding Apple, but their balance sheet is at the bottom of that list.

Apple phones are very overpriced and technologically backwards today. Apple sales fell below Huawei ever since second-quarter 2018, as they're much cheaper and better now (for example, only Huawei offers real operational 5G already today, while US is way behind and trying frantically to catch up faster by stealing the IP for it. Hypocrites! Exact same situation with quantum networks, which today exist only in Asia, while US doesn't doesn't even have a working design. Even India will have 5G before US because India (a market 4X as big as US and EU) recently committed to an entirely Huawei 5G solution, and same for Indonesia (nearly same size as US) which signed up for Huawei 5G this autumn. Mexico was going to do the same last month, which is why the US ordered its puppet Canada to do make that unprecedented kidnapping of the Huawei Deputy Chair last month in Vancouver enroute to Mexico City to sign the 5G contract with Mexico. Trump-gestapo tactics: https://www.project-syndicate.org/commentary/trump-war-on-huawei-meng-wanzhou-arrest-by-jeffrey-d-sachs-2018-12 Comparing the 5G and quantum network to the US or EU offerings today is like comparing a Ferrari with a horse carriage... China Huawei 5G and quantum networking is infinitely more secure, fast, reliable and capable. If you haven't tried, you've no idea.

Absolutely nothing new to the argument here. Yawn. This is considered research these days? I could hear this from any talking head on CNBC or sell side report.

interested in list of companies that would be attractive for aapl??? who is the target?? health care services?? thanks

Multivariate is so quantitative, yet all he did was a qualitative discussion without much of data.