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No. of Recommendations: 3
I've read several news stories about potential apple acquisitions now that 220M of cash is "coming home". Frequently cited areas of interest are content, and cars.

Frequently mentioned targets:

Netflix
Disney
Tesla

But I am not sure how value creating those would be (Netflix and Tesla trade at such a high premium, while Disney has no synergy with apple, IMHO).

I'd counter the following examples as better approaches:

Sonos (best wireless home audio technology...apple has always been into audio)
AMC (edgy original content producer, add this skill to AAPL, and for a reasonable price below IPO price)
VIA (instead of AMC, large content library, good content experience, reasonable price)
GM (brings mass market mfg expertise, strong position in EV and autonomous driving, good price)

AAPL could acquire all for cash and still payoff all debt and have 100B left.

Rob
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