Apple is Peloton's New Nightmare

"Incremental upgrades" were the theme once again, and that seems to be working out well for Apple's customers and shareholders.

(0:21) Tim Beyers discusses:
- Fitness+ becoming a serious problem for Peloton
- Apple not raising prices (in the U.S.) on the new iPhones
- Tim Cook reminding us of his ability to be "a stone cold assassin"

(13:22) Jason Moser and Matt Frankel do a "medium dive" on Boston Omaha, a small-cap holding company focused on billboards, bonds, broadband, and its asset management company.

Stocks mentioned: AAPL, GOOG, GOOGL, PTON, BOC

Host: Chris Hill
Guests: Tim Beyers, Jason Moser, Matt Frankel
Engineers: Dan Boyd