Prof G Markets: Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
2025/3/10
The Prof G Pod with Scott Galloway
E
Ed
参与金融播客，分析和讨论金融市场趋势和变化。
S
Scott
通过积极的储蓄和房地产投资，实现早期退休并成为财务独立运动的领袖。
@Scott : 我认为气候变化否认者和恋童癖者一样，都在伤害下一代。四年前，我就指出Aspiration公司是一个虚假的公司，他们通过虚假宣传和操纵财务数据来欺骗投资者，他们的ESG基金也是虚假的。迪士尼裁员是资本主义的正常现象，电视新闻行业的主持人薪资大幅下降。Walgreens被私有化也是市场规律的体现，其管理层未能及时现代化业务，导致公司价值大幅缩水。安大略省取消与Starlink的合同是对Musk的警告，美国CEO们缺乏对抗不公正的勇气。BlackRock收购巴拿马运河港口是一个聪明的投资，但也存在地缘政治的考虑，他们通过这次收购赢得了特朗普的好感。苹果公司已经失去了创新力，其产品和估值都存在问题，软件和服务也未能保持竞争力，AI技术未能吸引用户。因此我决定出售苹果股票并投资欧洲市场，将资金从美国科技股转移到欧洲股票。
@Ed : 我同意Scott的观点，传统电视行业的经济模式不再可持续，Walgreens的管理层未能及时现代化其业务，导致公司价值大幅缩水。私募股权公司收购后，Walgreens可能会被分拆。私募股权公司通过杠杆收购增加风险。苹果的产品和估值都存在问题，其AI技术未能吸引用户。我认为苹果的市盈率过高，公司已经不再增长。
Deep Dive
Scott and Ed discuss the fraudulent activities of Aspiration, a fintech company claiming to combat climate change while defrauding investors.
- Aspiration's co-founder was arrested for allegedly defrauding investors of $145 million.
- The company claimed its products could 'change climate change' but was actually a debit card company with high fees.
- Aspiration charged exorbitant fees on its ESG fund, which included non-sustainable companies like Southwest Airlines and a fracking company.
- The company manipulated its financials with a misleading measure they called EBITDAM, excluding marketing expenses.
- Aspiration never went public due to investor skepticism, and its co-founder is now facing legal consequences.