Apple, every mention
2 scenes (said by Jim Falbe), the whole family · ← back to Apple
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every year anyone Ted Seides 23Richard Tedlow 11Alex Sacerdote 9Josh Wolfe 8Chris Dixon 7Michael Mauboussin 6Kyle Samani 6Jordi Visser 6Bobby Jain 6Jim Falbe 5
Verbatim, from the transcripts: the passages where Apple comes up
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
- ▶ 37:40 Jim Falbe When I first started at Vulcan, we owned Apple, and at the time, I mean, it was just unbelievably cheap. 4 times in the scene
- ▶ 57:57 Jim Falbe I think he gave you the example of Apple earlier that really changed it for us, which is this idea of if we truly have quality, valuation matters, but let's be humble and realize that the upside can also be much better than we think it's…