Apple
Discussed in 3 interviews.
Interviews
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Winter 2021
John Huber
Saber Capital Management
John runs Saber on the original Buffett Partnership fee structure: no management fee. He goes deep on Etsy, explains how he thinks about Apple, and why he owns NVR.
Quality compoundersBuilding a firm -
Fall 2015
Alex Sacerdote
Whale Rock Capital
Alex invests in technology with an S-curve framework to find companies whose earnings power can grow exponentially. His ideas include Apple, Amazon, Ellie Mae and NetEase.
TechnologyGrowth investing -
Spring 2012
Julian Robertson
Tiger Management
Tiger's founder on mentoring the Tiger Cubs, why analysts should focus on strong management, and why he expected Apple and Google to keep outperforming.
Judging managementCareer advice