Apple 2Q19 Earnings Review (Details)

Today's Above Avalon daily update includes the second half of my Apple 2Q19 earnings review. We discuss my full notes and focus on the granular takeaways from Apple’s earnings report and conference call.

The 2,900-word email covers 20 different topics.

(The first half of my earnings review focused on the major themes is available here.)

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Notes from Apple’s 2Q19 10-Q, Updated Apple Earnings Model, Thoughts on AAPL Valuation

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Apple 2Q19 Earnings Review (Major Themes)