Apple Inc. (AAPL) Tech
ROCE18%
Rev 5Y9%
EPS 5Y12%
Verdict: PASS
We screen businesses on ROCE, 5Y revenue & earnings growth vs the S&P 500. If they pass, we dive into moats, customers, and retention.
Verdict: PASS
Verdict: PASS
Verdict: FAIL
Apple expands control of its silicon roadmap with an AI-focused SoC.
Platform targets inference-at-scale with improved energy efficiency.
Quantitative first: We compare each company’s ROCE, 5-year revenue CAGR, and 5-year earnings CAGR to the S&P 500. If ≥2 of 3 outperform, the company passes the screen.
Qualitative next: For passing companies, we dive into business model, revenue mix, employee & customer satisfaction, retention, and LTV.
One email with the 5 most important company moves and our quick takes.