The Minutes of Gavin Baker on apple https://minutesof.com/gavin-baker/on/apple/ Everything Gavin Baker has said on apple: 6 verbatim quotes from November 2019, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:42 +0000 Baker recounts how Sunu Kalra's simple iPod vs Walkman comparison gave him conviction to hold Apple long-term. https://minutesof.com/q/f11ab718-6d02-4ad9-86d3-c775177aec8e/ https://minutesof.com/q/f11ab718-6d02-4ad9-86d3-c775177aec8e/ “And as soon as I heard that, it's like, wow. It really doesn't matter. Apple went on to be seven x, 10 x, 15 x from there.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple Baker argues used iPhone resale value is critically important to Apple's business model and pricing power. https://minutesof.com/q/e4c2e666-1807-492e-b92c-f2ba688adc52/ https://minutesof.com/q/e4c2e666-1807-492e-b92c-f2ba688adc52/ “One is, I think the price to used iPhones is critically important to Apple's business model. Why is that? Used iPhones retain their value much better than used Android phones.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple Baker says used iPhone resale value enables Apple to charge consumers less effectively than Android despite hi https://minutesof.com/q/9f77f6ef-0bcb-4524-a8be-e6ae9b60c1a8/ https://minutesof.com/q/9f77f6ef-0bcb-4524-a8be-e6ae9b60c1a8/ “Used iPhones retain their value much better than used Android phones. When you trade in your phone, you capture that.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple Baker argues used iPhone resale value enables Apple to charge premium prices while maintaining lower effective https://minutesof.com/q/779c17c7-a53e-4162-9b8e-8cb353fecb78/ https://minutesof.com/q/779c17c7-a53e-4162-9b8e-8cb353fecb78/ “When you trade in your phone, you capture that. That lets the used iPhones retain their value better, supports a dramatic price premium for Apple.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple Baker explains Apple's effective price is $600 versus Android's $850 due to trade-in value differences. https://minutesof.com/q/bc0a27c1-c3d4-49ba-b094-6eeef85f6af6/ https://minutesof.com/q/bc0a27c1-c3d4-49ba-b094-6eeef85f6af6/ “That comparable Android phone is being traded in for probably a $150, which means you're paying $850.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple Baker provides specific numbers showing Apple's effective price is $600 versus Android's $850 after trade-ins. https://minutesof.com/q/cff98119-a04f-47f5-b046-babfe3b6a99a/ https://minutesof.com/q/cff98119-a04f-47f5-b046-babfe3b6a99a/ “So Apple can charge the consumer more than its competitors, but actually have a lower effective price to the consumer.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 apple