Apple & Micron - buy, hold or sell?

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**Owen Rask** (0:36)
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**Owen Rask** (0:57)
Hey there, here's a quick note. This podcast contains general financial advice only. That means it's not specific to you, your needs, goals or objectives. So don't act on the information until you've spoken with your financial advisor. You'll find our full disclosure, disclaimer, and link to our financial services guide in the show notes.
Three, two, one. I think we're live, Drew. How are you doing, my man?

**Drew Meredith** (1:21)
Very well. Good to be here. Excited, excited, optimistic.

**Owen Rask** (1:25)
Everything happening. Bring it up 20 percent. It's a magnificent week, a very good week. Probably one of the best weeks, they tell me.
It's magnificent. So today we are talking about a lot of things. As usual, we might start off with the most serious thing in Australian financial circles, which is a buy-hold sale. Now, Drew, I'm going to give you, actually, we're not going to hold this week. Last week, you said buy-holds are stupid. We don't do holds. So let's do buy-hold sale.

**Drew Meredith** (1:49)
I think most people would agree with that.

**Owen Rask** (1:51)
Yeah, it is dumb. So shout out to anyone that does buy-hold sale. It's stupid. But anyway, here we go. Buy-hold sale, waddle partners.

**Drew Meredith** (2:01)
I think it has to be a buy, doesn't it?

**Owen Rask** (2:03)
Yeah, I smell it.

**Drew Meredith** (2:04)
It's a buy.

**Owen Rask** (2:04)
Absolutely. So look at this thing.

**Drew Meredith** (2:06)
You could do some, the image could be a little bit better. But yeah, my face is plastered alive with the thing, so I have to be a buy on it.

**Owen Rask** (2:14)
Okay, it's a buy from Drew. There we are. All right, buy-hold sale, Denzel Washington.

**Drew Meredith** (2:20)
Is there nothing that's happened I'm not aware of? If not, Denzel Washington, Training Day, one of the best movies of all time, surely. I think it's a buy on Denzel unless there's something I don't know about.

**Owen Rask** (2:31)
No, no, no.

**Drew Meredith** (2:32)
Man on Fire, also highly recommended, Man on Fire. There's a new TV show, Man on Fire 2

**Owen Rask** (2:38)
Okay. Okay. I like it. I saw a quote from Denzel this morning, and I just thought it was an interesting quote, and it effectively just came up in my feed. I was like, last week we did Kevin Spacey, which was a bit provocative. This week, Denzel is a lot more like he's PR is very tight. He's got good PR. But yeah, he had a great quote out which was effectively like, I'm going to butcher it, but I don't have it in front of me, which is that doing more does not mean better results. I think that's so important now because so many people are trying to do more. Side hustles. Whether it's AI, whether it's a side hustle, whether it's something like this.
I often tell clients, Drew, when they come through for a discovery call, that you can't have a baby in one month by getting nine women pregnant, which goes down really well.

**Drew Meredith** (3:35)
Then I'd say, I think you need to work on your pitch.

**Owen Rask** (3:38)
I said, don't worry, that's actually Warren Buffett who says that, not me. But because people come and they're like, oh, maybe we can use AI to buy stocks. Maybe we can use this thing to do that thing and get better results. I'm like, yeah, probably not. Realistically, the stock markets return somewhere between 8 and 12 percent over the long term. That's pretty good.