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▶ 3:39 · $AAPL · Does Apple Have a New Hit Product? I Think So!
episode briefing
Asymmetric Investing

Does Apple Have a New Hit Product? I Think So!

2026-03-05 · 1 company · 0 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“Here's Apple's revenue segments since 2020. And I used 2020 because that was when they kind of had a bump in sales. Uh things have been relatively stagnant since 2022. If you look at something like the iPhone, not growing a whole lot. It a…”
—travis hoium
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