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Letter from Tim Cook to Apple investors

网页链接//@大道无形我有型:是公开信息, Tim Cook亲口说的,我不记得在什么场合下说的了。
引用:
2024-04-11 04:16
$腾讯控股(00700)$ $苹果(AAPL)$
看到大道说苹果的分红及回购秉持的是“现金中性”原则,想知道这个原则是苹果明文写出来的还是大道通过公开信息分析后得出的结论?
@大道无形我有型

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问题来了,大道和老巴买苹果的时候,Tim Cook还没有说这话啊。可见这句话并不是最初买入的理由,只是增加了持续持有的信心。

感谢分享
后面的展望更能体现苹果的价值观
特别喜欢:
We manage Apple for the long term, and Apple has always used periods of adversity to re-examine our approach, to take advantage of our culture of flexibility, adaptability and creativity, and to emerge better as a result.
Most importantly, we are confident and excited about our pipeline of future products and services. Apple innovates like no other company on earth, and we are not taking our foot off the gas.
We can’t change macroeconomic conditions, but we are undertaking and accelerating other initiatives to improve our results. One such initiative is making it simple to trade in a phone in our stores, finance the purchase over time, and get help transferring data from the current to the new phone. This is not only great for the environment, it is great for the customer, as their existing phone acts as a subsidy for their new phone, and it is great for developers, as it can help grow our installed base.
This is one of a number of steps we are taking to respond. We can make these adjustments because Apple’s strength is in our resilience, the talent and creativity of our team, and the deeply held passion for the work we do every day.
Expectations are high for Apple because they should be. We are committed to exceeding those expectations every day.
That has always been the Apple way, and it always will be.

04-11 13:19

感谢分享

04-11 11:18

Our profitability and cash flow generation are strong, and we expect to exit the quarter with approximately $130 billion in net cash. As we have stated before, we plan to become net-cash neutral over time.
正如我们之前所述,我们计划逐步实现净现金中性。