Andrew Stotz on breaking mobile phone addiction

It's getting easier and easier to build a competitive advantage in this world.  Get rid of the mobile phone, reduce the use of it, stop the focus on the immediate satisfaction of gratification because that immediate gratification is being delivered to you on that mobile phone is so addictive that even people like myself and other older people who didn't have that in their youth can get quickly and easily -- and can't get off it.  They can't kick the habit.  So if you're a type of person who can put aside your mobile phone or also think long-term then you are in a competitive advantage.  In fact, you could possibly rule the world in 20 or 30 years from now the way attention is getting reduced, reduced, reduced.

~ Andrew Stotz, "Shreekkanth Viswanathan – Qualitative Strengths of a Company Matter Too," My Worst Investment Ever Podcast, 7:25 mark, April 3, 2023

Fred Hickey on Apple's recent earnings release

Apple handily bested estimates with better than expected iPhone sales but weaker services growth ($400 million less than expected).  On the conference call CEO Tim Cook was asked which services segments caused the shortfall.  He avoided answering the analyst's question.  It's important because Apple's services businesses are supposed to pick up the slack from the no growth (and highly competitive) smartphone market.

~ Fred Hickey, The High-Tech Strategist, February 4, 2020