Liviam Capital - Finding Reinvestment Moats

Liviam Capital - Finding Reinvestment Moats

Share this post

Liviam Capital - Finding Reinvestment Moats
Liviam Capital - Finding Reinvestment Moats
An old thesis on Apple
Copy link
Facebook
Email
Notes
More

An old thesis on Apple

LiviamCapital
May 29, 2021
5

Share this post

Liviam Capital - Finding Reinvestment Moats
Liviam Capital - Finding Reinvestment Moats
An old thesis on Apple
Copy link
Facebook
Email
Notes
More

I wrote the following “thesis” for myself in September 2017 when Apple stock was trading at ~$40/share.

Read →
Comments
User's avatar
© 2025 LiviamCapital
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More