@jj_shipley @phoenixvalue @TSOH_Investing @LSValue @PythiaR @ArtkoCapital @yourMTLbroker @chetanp @soonervaluecap @WTCM3 @TravisWiedower @scuttleblurb @LibertyRPF @JerryCap @IntrinsicInv @TidefallCapital @BluegrassCap I'm intrigued you don't have $AAPL. I think moat and defensiveness are excellent, but I understand there's not much growth left, at least until services income overtakes flat/falling hardware sales. Any other thoughts?