1k followers 4 articles/week
AAPL Closes Above $3 Trillion for Second Time, Apple’s Recent Stock Price Strength, Apple Valuation Update

Today's update begins with Neil’s thoughts on Apple closing above a $3 trillion market capitalization for the second time. We then look at Apple’s recent stock price strength and what may be behind the move higher. The update concludes with an examination of AAPL valuation metrics (forward P/E, EV/FCF, and free cash flow yield).An Above Avalon membership...

Thu Dec 7, 2023 20:30
Introducing the Financial Models Add-on for Above Avalon Membership

For the past few years, Above Avalon members have been customizing their memberships with optional add-ons. In 2020, the Podcast add-on was launched with the option to listen to the updates in podcast form. The add-on was later enhanced to include reports in audio form. To date, nearly 600 episodes have been recorded. In early 2021, Inside Orchard,...

Wed Dec 6, 2023 20:39
Apple Opens Chip Lab to Press for First Time, Why Now?, Apple Announces Amkor Partnership in U.S.

Today's update will take us into Apple Silicon territory. Apple opened its chip lab to the press for the first time. We discuss why Apple decided now is the time for such exposure. We will then go over some Apple news on the U.S. manufacturing front with the company announcing an expanded partnership with Amkor.An Above Avalon membership is required...

Wed Dec 6, 2023 04:30
Apple Discussing Apple TV+ and Paramount+ Bundle, Verizon Announces Netflix and Max Bundle, Combatting Video Streaming Churn, Above Avalon Gifts (2023)

We kick things off with Neil’s thoughts on an Apple TV+ / Paramount+ streaming bundle. The discussion then turns to Verizon unveiling a Netflix and Max streaming bundle. We look at these developments from the perspective of companies attempting to combat video streaming churn. Above Avalon Gifts are now available for the 2023 holiday season. The full...

Tue Dec 5, 2023 17:34
The Inside Story of Huawei’s Kirin 9000S Chip, NASCAR Announces New Media Rights Deal, Thursday Q&A

Hello everyone. Happy Thursday. We kick today’s update off with a closer look at Huawei’s new system on a chip. The discussion then turns to takeaways from the latest sports right deal involving NASCAR. The update concludes with the latest round of Thursday Q&A and the question: How does Apple’s Vision Products Group fit within Apple’s organization,...

Fri Dec 1, 2023 04:21
Apple to Exit Goldman Sachs Partnership, Apple’s Problem With Banks, Apple’s Solution

Hello everyone. In today's update, we will go over the big Apple / Goldman Sachs news. Neil looks at what the news means and doesn’t mean. In addition, the discussion includes a look at Apple’s major problem with banks and possible solutions management can pursue to overcome the problem.An Above Avalon membership is required to read this update. Members...

Wed Nov 29, 2023 23:06

Build your own newsfeed

Ready to give it a go?
Start a 14-day trial, no credit card required.

Create account