Music, and I don't think people give them enough credit for how well they're doing in building this subscription.""The two key takeaways from Apple's announcements today are the $4.99 price point for Apple TV+. Going into the event, we were more interested in the price point for TV+ than the specs for the new iPhone. ... They're pricing it very aggressively. We think it's a shot across the bow against. Takeaway No.
The tagline for Apple iPhone 11 should be 'buy the iPhone 11 before the government raises the price on the iPhone 12.' So you're looking at $699 for the entry price point. A 10% tariff brings it closer to $700 next year.""The stock is now at a 10% premium to the S&P. ... It's been outperforming the market this year and they are returning to growth, and they're doing a lot of this earnings growth through share repurchases still.
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