Joseph Carlson: a call with no clear direction

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What was said around it

Apple infringed on its pulse oximetry Tech this particular import ban is the result of the latter I've highlighted many times that the reason I don't invest in pharmaceutical companies is because of the regulatory envir environment it's incredibly difficult to bring a new drug to Market it's incredibly risky with the amount of lawsuits or recalls that can happen with pharmaceutical companies so it makes sense that as Apple Ventures into Healthcare they're going to run into these regulatory disputes I don't believe this is a long-term problem for the stock this seems like a temporary issue now we also got some breaking news that adobe and figma call off their $20 billion acquisition because of regulatory scrutiny when I look at this there's two ways to interpret it the first one is the view that this deal was overpriced to begin with and Adobe is better off not doing it instead returning that $20 billion to investors I think that's one take and I do believe that that's probably better in the short term but in my long-term view of adobe I think it was better that they own figma what it does when they own figma is they both get the extra revenue and the earnings that figma's generating as

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