Part 4/8:
Hamilton challenged the perception of Apple as a high-growth tech company, suggesting that such an outlook is increasingly misplaced. With a massive market cap of around half a trillion dollars, generating substantial growth becomes more challenging. He pointed out that the likelihood of Apple delivering another "lightning strike" akin to the iPhone's revolutionary impact in the past is slim over the next few years.
Instead, Hamilton advocates for a long-term, dividend-focused investment strategy, emphasizing the stability and income generation that Apple now offers. He acknowledged that while speculative strategies like options trading—selling puts and calls—could provide additional income, the core appeal for many remains the steady capital return and dividend yield.