Apple (AAPL-Q) or Alphabet (GOOGL-Q)? He owns both, and both are great holdings. The amazing thing about this one is that they have about 1 billion basically captive users of their products. What makes that even more impressive is that there is a 93% loyalty rate. They produce a ton of cash. A 3rd of their market cap is in cash. Trading well below the market multiple. A great core holding for any portfolio.
President, GoodReid Investment Counsel