Above Avalon Episode 166: Uncharted Territory
Apple and its peers find themselves in the most difficult operating environment they have ever faced. In episode 166, Neil discusses Apple’s strategy for navigating the coronavirus pandemic. Additional topics include the various challenges Apple is currently facing, Apple’s toolmaking mission, how society doesn’t stop during a pandemic, and why strong brands get stronger during difficult times.
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:
Moving Forward in a Pandemic (Above Avalon weekly article)
Episode 165 - The iPad’s First Decade (Above Avalon podcast)
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The complete Above Avalon Podcast episode archive (166 episodes) is available here.
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Neil Cybart (host/producer)
Above Avalon Episode 161: Apple's Spectacular Year on Wall Street
Something has clearly changed when it comes to the way Wall Street is treating AAPL. For the first time with Tim Cook as CEO, Apple shares are trading at a premium to the overall market. In episode 161, Neil discusses how changing behavior as it relates to passive versus active investing may be creating a type of perfect storm for AAPL shares. Additional discussion topics include Apple’s valuation, free cash flow, momentum shifting to passive investing, and Warren Buffett. 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 $500 Billion Year on Wall Street (Above Avalon Weekly Article)
Above Avalon Episode 104: Obscene Amounts of Cash (Above Avalon Podcast)
Bogle Sounds a Warning on Index Funds (WSJ)
Behind the Market Swoon: The Herdlike Behavior of Computerized Trading (WSJ)
With Stocks at Fresh Highs, Investors’ Portfolios Look Alike (WSJ)
Is Apple Being Valued Like a Services Company? / Updated Apple Earnings Model (Above Avalon Daily Update)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (161 episodes) is available here.
Follow on Twitter
Neil Cybart (host/producer)