Apple

Aug 10, 2026

When Tim Cook took over Apple from Steve Jobs in 2011, and when Greg Abel took over the leadership of Berkshire Hathaway from Warren Buffett, both men faced what appeared to be the same problem: succeeding one of the greatest business leaders of modern history.

Feb 16, 2026

PayPal’s stock has plummeted from a 300 billion peak to just 39 billion, trading at a mere 7.8x trailing P/E and ~7x free cash flow yield. With promises of 6 billion in buybacks, the implied shareholder return looks enticing—around 15%.