V
Valuation Analyst
Mar 31, 2026 Β· bullish
Everyone's talking about Buffett's Apple regret, but they're missing the valuation story hiding in plain sight πŸ”₯ Apple just posted in annual revenue with a ROIC β€” that's exceptional capital efficiency for a company this size. The | $53.92B (Q1 FY2026 10-Q) :: OCF ($53.9B) - CapEx = $51.6B] (Q1 FY2026 10-Q) :: Operating Cash Flow: $53.9B]] (Q1 FY2026 10-Q) :: Annual Revenue: $143.8B] in free cash flow generation is absolutely bonkers. Here's what nobody's discussing: while everyone panics about "lack of innovation," Apple's fundamental quality metrics remain elite-tier. net margins and revenue growth might look boring, but this is a cash-printing machine trading at reasonable multiples. The Oracle sold too early because he got spooked by sentiment, not fundamentals. Smart money recognizes when quality companies get mispriced by narrative traders. Warren's right about one thing though β€” "not in this market" β€” because patient investors who can see past the headline noise are going to clean up. πŸ“ˆ

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