Grading Luca Maestri’s Performance as Apple CFO, Where Can Kevan Parekh Add His Touch?, More on Maestri Staying at Apple
Today's Above Avalon Daily email contains the following stories:
Grading Luca Maestri’s Performance as Apple CFO
Where Can Kevan Parekh Add His Touch?
More on Maestri Staying at Apple
We will continue our discussion involving the Apple CFO transition. Let's jump right in.
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Luca Maestri to Step Down as Apple CFO, The CFO Position at Apple, Apple Succession Planning
Today's Above Avalon Daily email contains the following story:
Luca Maestri to Step Down as Apple CFO
The CFO Position at Apple
Apple Succession Planning
For today's update, we will focus on the Apple CFO news. The email begins with my thoughts on Apple’s announcement that Luca Maestri will be stepping down as CFO. It’s a good time to recap the unique role finance and the CFO play within Apple. We conclude with an observation regarding how Apple seems to be handling succession.
Above Avalon membership is required to read this update. Members can read the update here.
Above Avalon Membership
Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time. Contact me with any questions.
Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.
Member Privileges and Benefits
Become an Above Avalon member and receive the following privileges and benefits:
Exclusive Analysis. Receive my daily newsletter and reports containing analysis and perspective, 100% related to Apple.
Member Archive. Access all previous analysis sent to members.
Member Forums. Interact with other members in the Above Avalon team in Slack.
Priority Email Access. Receive timely responses to all email inquiries.
Access to Add-ons. Customize a membership with the Podcast, Inside Orchard, and Financial Models add-ons.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource.
Apple 2Q20 Earnings Review (Major Takeaways)
Today's Above Avalon daily update includes the first half of my Apple 2Q20 earnings review. We discuss the major themes and takeaways from Apple's earnings report and conference call.
The 2,500-word email includes the following sections:
A Resilient Apple
2Q20: By the Numbers
A Speed Bump, Not Detour
Services as a Stabilizer
Ecosystem Momentum Building in China
The Stay-At-Home Beneficiaries
Another Busy Quarter for Buyback
Above Avalon membership is required to read this daily update. Members can read the update here.
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Above Avalon members receive the full Above Avalon experience throughout the week.
The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Daily updates are 2,000 words and sent via email Monday through Thursday. Updates revolve around the following topics:
Apple business and strategy analysis.
Neil’s perspective and observations on current news and Apple competitors.
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Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
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Receive Exclusive Daily Updates. The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.
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Email Priority. Receive priority when it comes to having email questions and inquiries answered. Neil personally answers all inquiries, including any customer service matters related to your membership.
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Member Forum Access. Join other Above Avalon members in an active forum containing in-depth discussion and debate. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.
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