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Dan Niles Shorts Apple on Valuation, China Headwinds 9/7/23
Manage episode 376356801 series 2975155
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
China is an ever-present risk for Apple, but this week it's front and center on reports that China, which makes up 19% of Apple's revenue, is restricting the use of iPhones at government agencies, and the resurgence of Huawei - its new Mate 60 Pro smartphone is seen as the first significant threat to Apple's dominance in the market in years. Widely-followed hedge fund manager Dan Niles joins to discuss those headwinds and why Apple is now his largest single-stock short.
616 episodes
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Manage episode 376356801 series 2975155
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
China is an ever-present risk for Apple, but this week it's front and center on reports that China, which makes up 19% of Apple's revenue, is restricting the use of iPhones at government agencies, and the resurgence of Huawei - its new Mate 60 Pro smartphone is seen as the first significant threat to Apple's dominance in the market in years. Widely-followed hedge fund manager Dan Niles joins to discuss those headwinds and why Apple is now his largest single-stock short.
616 episodes
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The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
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