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What period of time is your thesis based on?
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@Krush82 longterm. >5 years
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@leveragegrinding if the period is unlimited, the probability of the occurrence of your thesis increases of course 😉. I would have thought you would come up with time periods within the next 10, 20 or 50 years. In the next 5-10 years I don't see any underperformance compared to the average 7% p.a..
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@Krush82 I take the bet, go to 7 years
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@leveragegrinding Check 😉 which values do we include?
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@Krush82 I predicted the regulation pretty much on point 🙃
It just hasn't had that much of an impact so far, but I think it will become more exciting over time, especially for Apple. The focus is slowly coming to the ecosystem, which is considered a monopoly and the products are aging, there is no mass innovation.

I think soon the valuation will look high
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@leveragegrinding well predictet, what else can you see in your crystal ball for this year? :-)
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