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Rethinking Tesla and Apple

Rethinking Tesla and Apple

In a strong market, why are two tech giants weakening?

Unhedged · Financial Times & Pushkin Industries

April 4, 202415m 27s

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Show Notes

In the last months, the stock market has been a joyride, but not for two of the biggest names in tech: Tesla and Apple. Today on the show we look at how these two former high-flyers have come down in the last months, and even wonder what their role in the so-called Magnificent Seven tech stocks should be. Also we go long fundamental valuations, and long the Japanese family name Sato.  


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Read a transcript of this episode on FT.com


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