By Johnny Hopkins
Publication Date: 2025-11-18 23:31:00
During their recent episode, Taylor, Carlisle, and Seth Cogswell discussed Why Apple and Microsoft Could Fall 50–70% and Still Be Overvalued. Here’s an excerpt from the episode:
There’s a few great examples right now. There’s probably a lot of great examples right now. Apple, Apple’s an awesome company. Two of my closest friends work there. I wish it well. I love their products. But its current PE is $39 or so. Long-term, it’s $14 to $15. That’s its average where it’s at for a long time. That means that Apple could drop 50% tonight and it would still be really overvalued relative to its historic norm.
Again, great company. But same with Microsoft. Microsoft has a price of sales of almost $14 now. One of my favorite quotes within the market is a quote by Scott McNealy, who is the former CEO of-
Tobias: Sun Microsystems.
Seth: -Sun Microsystems. I believe he was getting a hard time for losing…
