Above Avalon Episode 179: Winning the Buyback Debate
After years of criticism, doubt, and questions surrounding Apple’s share buyback program, we are at a point where we can say with confidence that the buyback debate has ended and Apple was declared the winner. In episode 179, Neil goes over how the buyback debate began and why so many people underestimated Apple’s ability to both buy back shares and invest in its future at the same time. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.
Links:
Apple Won the Share Buyback Debate
Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy
Above Avalon Daily podcast info (sample podcast episodes available here and here)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (179 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
Share
Above Avalon Episode 178: Welcome to 2021
Episode 178 is dedicated to discussing Apple’s 2020 and where the company finds itself as we enter 2021. The episode goes over the first Above Avalon year in review that was published for 2020. Neil discusses his five favorite Above Avalon weekly articles from 2020 and the sub themes that were found in the 196 daily updates published in 2020. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.
Links:
Above Avalon Year in Review (2020)
Above Avalon Podcast Episodes (available to everyone):
Above Avalon Weekly Articles (available to everyone):
Above Avalon Daily podcast info (sample podcast episodes available here and here)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (178 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
Above Avalon Episode 167: A Stock Buyback Poster Child
Share buyback is one of a handful of tools that boards and management teams have to properly manage balance sheets. However, economic fallout related to the pandemic has led to a new round of criticism aimed at buyback. In episode 167, Neil discusses how Apple has become the poster child of responsible share repurchases. Additional topics include: Apple’s recent stock buyback activity, Neil’s expectation for Apple’s upcoming update to its buyback program, the latest criticism surrounding buyback, repurchasing shares in a pandemic, and the harsh reality found with stock buybacks.
Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.
Links:
Apple’s $460 Billion Stock Buyback (Above Avalon weekly article)
Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy (Above Avalon report)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (167 episodes) is available here.
Follow on Twitter
Neil Cybart (host/producer)
Above Avalon Episode 162: The Apple Question
At the start of a new year, there is less value found in coming up with predictions than there is in looking at questions facing the company. In episode 162, Neil goes over his list of questions for Apple in 2020, and the discussion culminates with one overarching question that covers Apple’s largest challenge and opportunity. Additional topics include why predictions contain so little value, the number of Apple users, and Apple in emerging markets. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.
Links:
The Big Question Now Facing Apple (Above Avalon Weekly Article)
Above Avalon Episode 160: Let’s Talk “Apple Tax” (Above Avalon Podcast)
Above Avalon Episode 143: Look at the Capex (Above Avalon Podcast)
Above Avalon Episode 161: Apple’s Spectacular Year on Wall Street (Above Avalon Podcast)
Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy (Above Avalon Report)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (162 episodes) is available here.
Follow on Twitter
Neil Cybart (host/producer)