Thank you Bloomberg News for having me on Tuesday to discuss international stock opportunites outside of US big tech. Sometimes long term calls become real time overnight. In the video I cite our concern that Apple’s China risk (est. 90% supply chain and 20% revenues) wasn’t discounted in the share price at 29x PE and flat profit growth. The next two days we learn iPhones are banned at Chinese government jobs and they face real product competition in China from Huawei. Not to be blasphemous here in Silicon Valley…but we are finding quality businesses at half the Apple multiple and double digit profit growth outlooks!