The Smartphone Subsidy Myth, Fossil is Seeing Issues in the Watch Market, Thursday Q&A
Today's Above Avalon stories:
- The Smartphone Subsidy Myth
- Fossil is Seeing Issues in the Watch Market
- Thursday Q&A (Which Apple valuation metrics are most relevant to consider as AAPL volatility increases?)
We kick things off by discussing the smartphone subsidy myth. The iPhone subsidy Apple bear case argument simply doesn't hold much logic. We take a look at three key developments taking place in the U.S. smartphone market that demonstrate what is really happening. We next discuss Fossil's recent earnings call, which gave quite a few clues as to what is happening in the low-end luxury watch market. We conclude with Thursday Q&A and my favorite AAPL valuation metrics.
These stories are available for Above Avalon members. To continue reading, click here.
Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on membership, click here.