HomePod Leaving Marks on Some Furniture, Apple's Obligation to Customers, Warren Buffett Increases Apple Stake

Today's Above Avalon daily update includes the following topics: 

  • HomePod Leaving Marks on Some Furniture
  • Apple's Obligation to Customers
  • Warren Buffett Increases Apple Stake

Today's email begins with my thoughts on HomePod leaving white rings on some wooden surfaces. There are aspects to this story that just don't sit well with me. We then discuss Berkshire Hathaway (Warren Buffett) increasing its Apple stake during 4Q17. We look at Buffett's AAPL purchases over the past two years and I share a few additional observations regarding the news. 

This daily update is available for Above Avalon subscribers. To continue reading, click here.


Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here

 
 
 
 
Previous
Previous

Estimating Microsoft Surface Sales, Fossil Seeing Minor Wearables Traction, Notes from Apple's 1Q18 10-Q

Next
Next

Apple Delays iOS 12 Features, iOS Development Timeline Changes, A Tug-of-War Within Apple ​​​​​​​