Apple Target Price $350 or Better Within Two Years: Loup’s Munster

The video discusses the valuation of Apple, suggesting a shift from a traditional sum of the parts approach to viewing it as a consumer staples company. The analyst argues for a higher valuation multiple, similar to companies like Coca-Cola, due to Apple's comprehensive product ecosystem. Despite strong performance, Apple's iPhone sales have shown variability, but future prospects look promising with the upcoming 5G cycle.

What is the sum of the parts valuation mentioned in the text?

How does the speaker view Apple's business in relation to consumer staples?

What is identified as Apple's biggest weakness in the text?

What does the speaker predict about the iPhone business variability over the next few quarters?

What cycle is mentioned that will likely affect Apple's business in the future?