Apple's New Wall Street Narrative, Amazon Discloses Number of Prime Members, Subscription Mania Has Arrived 

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

  • Apple's New Wall Street Narrative
  • Amazon Discloses Number of Prime Members
  • Subscription Mania Has Arrived

Today's email kicks off with additional comments on Apple finding a narrative on Wall Street. In particular, we look at my theory regarding how a capital allocation narrative does a better job of describing Apple's culture than a story based around Apple Services or the Apple ecosystem. The discussion then turns to Jeff Bezos disclosing the number of Amazon Prime members. We go over why I think Bezos decided now was the right time for disclosure. The email concludes with my thoughts on the subscription mania that has engulfed the tech and media space. 

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

Apple 2Q18 Earnings Preview (Setting the Stage), Apple's Rough Week on Wall Street, Apple Expanding iPhone Production in India

Next
Next

Best Buy Partners with Amazon Fire TV, AirPods Copycats Have Arrived, App Store Spending Data