Joseph Carlson: a call with no clear direction

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AAPL closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

What was said around it

the high teens. Getting people in the ecosystem and keeping them happy there is the way they'll profit in the future. As long as Apple can continue to do that, which this report shows they can, they'll continue to give good shareholder returns. Now am I going out of my way to actively buy Apple hand over fist? No, I'm not. Right now I think it's mostly fair valued. I think the stock has more upside in it, but with the holding that I have already, I'm not in a position where I want to go out and buy a lot more Apple. I was buying the company at $90 per share and 120 and if we do get a dip in the company, I'll buy more of it. But as of right now, I consider Apple a hold. Now another huge company in my portfolio that recently reported earnings is S&P Global. This company I've talked about routinely as being a compounder, having a diversified set of businesses within its name and all of them are high quality businesses. So I have high expectations for this company. They recently reported earnings. They're up 7% on the day because they beat expectations. Now I'm not going to spend a lot of time on this earnings result because I've gone over S&P Global in detail in numerous episodes, but

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