Founders Call: $AAPL $TSLA Deep Dive

Andy is breaking down consumer demand in two of our core positions. The data might surprise you.

Megan Brantley
April 15, 2025

Tariffs, politics, AI hype are dominating the market right now and impacting some of the most popular stocks in investor portfolios.

We’re focused on two core positions—Apple and Tesla— both of which are facing serious fear-mongering headlines.

Consumer demand is telling us a different story.

Apple: Search interest in key products is climbing—at levels that surprised even us.
Tesla: Q1 delivery numbers put it well ahead of the pack, with a long-term vision starting to take shape.
Long-term conviction: Both companies are executing in ways that make short-term volatility easier to stomach.

Andy breaks it down here on this week’s Founder’s Call:

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