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Above Avalon is focused on analyzing Apple from a Wall Street and Silicon Valley perspective.

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Above Avalon is focused on analyzing Apple from a Wall Street and Silicon Valley perspective.
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Above Avalon | aboveavalon.com Reviews

https://aboveavalon.com

Above Avalon is focused on analyzing Apple from a Wall Street and Silicon Valley perspective.

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1

Above Avalon: Uber, Not Tesla, Will Be Apple's Competition in the Automobile Industry

https://www.aboveavalon.com/notes/2015/5/16/uber-not-tesla-will-be-apples-competition-in-the-automobile-industry

Uber, Not Tesla, Will Be Apple's Competition in the Automobile Industry. May 19, 2015. We are quickly approaching a pivotal moment in Apple's history as. Technology and mobile are on a collision course with the automobile. While most would conclude Elon Musk's Tesla and a few of the strongest automakers are the leading contenders of this new automobile era, Apple and Uber are the two companies best positioned to rule the new era of the automobile. The Auto Industry Is Ripe for Change. The primary reason ...

2

Above Avalon: Apple's Initial Watch Ad in Vogue is Nearly Perfect

https://www.aboveavalon.com/notes/2015/2/27/apples-initial-watch-ad-in-vogue-is-nearly-perfect

Apple's Initial Watch Ad in Vogue is Nearly Perfect. February 27, 2015. With Apple Watch Keynote 2.0 scheduled for March 9th, the Apple Watch will once again become the talk of the town in tech, fashion, and design circles. In anticipation of an April launch, Apple officially kicked off its Apple Watch marketing campaign with a 12-page spread in the important March issue of Vogue, valued at $2.2 million. There are only so many brands that can get away with just simply having. I think this ad is nearly pe...

3

Above Avalon: It's Time for the Watch

https://www.aboveavalon.com/notes/2015/4/3/its-time-for-the-watch

It's Time for the Watch. April 06, 2015. Apple decided to make a watch and then set out to discover what it might be good for." - Wired. With one sentence, Wired perfectly described the Apple Watch. Apple's first product designed specifically to have a purpose dependent on the user. Today it is a watch. Tomorrow it will be something else. Next year it may be completely different. Phil Schiller announcing new clock faces for iPod nano in 2011. Tim Cook Gave Us Clues. 2012: Tim Cook at D10 conference.

4

Above Avalon: The Battle for Mindshare

https://www.aboveavalon.com/notes/2015/1/23/the-battle-for-mindshare

The Battle for Mindshare. January 23, 2015. Microsoft surprised us earlier this week when a Windows 10 event geared toward the press turned into a full demonstration of the company's augmented reality computing platform. Judging by headlines, those in attendance were impressed. Up close with the HoloLens, Microsoft's most intriguing product in years". HoloLens: Microsoft Finally Does Something Interesting". I Just Tried Microsoft's Remarkable Holographic Headset - Here's What It's Like". Aug 11, 2016.

5

Above Avalon: Apple is Getting Paid to Raise Debt

https://www.aboveavalon.com/notes/2015/2/10/apple-is-getting-paid-to-raise-debt

Apple is Getting Paid to Raise Debt. February 10, 2015. Apple just raised $1.35 billion of Swiss-franc denominated debt. In two tranches (0.28% and 0.74% implied yields), according to the WSJ. Apple is raising debt to fund its capital return program. In what can only be described as being at the right place at the right time, Apple is essentially getting paid to raise debt. Exhibit 1: How Apple Can Make a Profit by Raising Debt. Exhibit 2: Apple's Long-Term Debt. Management is utilizing proper capital al...

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aaplmodel.blogspot.com aaplmodel.blogspot.com

deagol's AAPL model: October 2012

http://aaplmodel.blogspot.com/2012_10_01_archive.html

Here you'll find my latest AAPL estimates based on my financial model of Apple Inc's business. This should not be considered financial advice, do your own diligence, no guarantee from past performance, and all of that, etc. The idea is for you to figure out as much as you can, and when stuck on something just ask me. Enjoy! Wednesday, October 24, 2012. Revised: Fiscal 4Q 2012 Final Estimates. Monday, October 15, 2012. Long-term Apple Segmented Revenue Visualizations and Projections. About the very long-t...

aaplmodel.blogspot.com aaplmodel.blogspot.com

deagol's AAPL model: July 2013

http://aaplmodel.blogspot.com/2013_07_01_archive.html

Here you'll find my latest AAPL estimates based on my financial model of Apple Inc's business. This should not be considered financial advice, do your own diligence, no guarantee from past performance, and all of that, etc. The idea is for you to figure out as much as you can, and when stuck on something just ask me. Enjoy! Tuesday, July 23, 2013. Fiscal 3Q 2013 Final Estimates. 3mo ending Jun-2013 Rev($M) EPS($) - - - - - - - - - - - - - - - - -. Subscribe to: Posts (Atom). View my complete profile.

aaplmodel.blogspot.com aaplmodel.blogspot.com

deagol's AAPL model: Fiscal 3Q 2014 Final Estimates

http://aaplmodel.blogspot.com/2014/07/fiscal-3q-2014-final-estimates.html

Here you'll find my latest AAPL estimates based on my financial model of Apple Inc's business. This should not be considered financial advice, do your own diligence, no guarantee from past performance, and all of that, etc. The idea is for you to figure out as much as you can, and when stuck on something just ask me. Enjoy! Monday, July 14, 2014. Fiscal 3Q 2014 Final Estimates. 3mo ending Jun-2014 Rev($M) EPS($) GM(%) - - - - - - - - - - - - - - - - - - - -. Trailing (Jun-2014) 6.25 9% 62 22 2 86 Fai...

aaplmodel.blogspot.com aaplmodel.blogspot.com

deagol's AAPL model: July 2012

http://aaplmodel.blogspot.com/2012_07_01_archive.html

Here you'll find my latest AAPL estimates based on my financial model of Apple Inc's business. This should not be considered financial advice, do your own diligence, no guarantee from past performance, and all of that, etc. The idea is for you to figure out as much as you can, and when stuck on something just ask me. Enjoy! Tuesday, July 24, 2012. What is Apple Worth? Part 1: Regarding Large Numbers. Sunday, July 8, 2012. Fiscal 3Q 2012 Final Estimates. Subscribe to: Posts (Atom). View my complete profile.

ped30.com ped30.com

Philip Elmer‑DeWitt | Apple 3.0

https://ped30.com/author/lobster

Apple: I found 82 iOS exploits* in today’s Wikileaks release. Published March 7, 2017 by Philip Elmer-DeWitt. Apple: I found 82 iOS exploits* in today’s Wikileaks release. No comment yet from Apple. Read More Apple: I found 82 iOS exploits* in today’s Wikileaks release. Click to share on Twitter (Opens in new window). Click to share on Facebook (Opens in new window). Click to share on LinkedIn (Opens in new window). Click to share on Reddit (Opens in new window). Click to share on Facebook (Opens in new ...

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December 2016 | Philip Elmer‑DeWitt

https://ped30.com/2016/12

An end finally to Apple’s annus horribilis. Published December 31, 2016 by Philip Elmer-DeWitt. An end finally to Apple’s annus horribilis. Investors are betting that the company’s worst days are behind it. Read More An end finally to Apple’s annus horribilis. Click to share on Twitter (Opens in new window). Click to share on Facebook (Opens in new window). Click to share on LinkedIn (Opens in new window). Click to share on Reddit (Opens in new window). Click to share on Google (Opens in new window).

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November 2016 | Philip Elmer‑DeWitt

https://ped30.com/2016/11

Apple: Cyber Monday speed demon. Published November 30, 2016 by Philip Elmer-DeWitt. Apple: Cyber Monday speed demon. Apple is not best known for its server chops, but…. Read More Apple: Cyber Monday speed demon. Click to share on Twitter (Opens in new window). Click to share on Facebook (Opens in new window). Click to share on LinkedIn (Opens in new window). Click to share on Reddit (Opens in new window). Click to share on Google (Opens in new window). Published November 30, 2016 by Philip Elmer-DeWitt.

ped30.com ped30.com

Morgan Stanley hikes its Apple bull case to $190 | Philip Elmer‑DeWitt

https://ped30.com/2017/01/09/morgan-stanley-apple-bull-case

Published January 9, 2017 by Philip Elmer-DeWitt. Morgan Stanley hikes its Apple bull case to $190. But a trade war with China could upset the apple cart. Wall Street is looking at Apple all wrong, Morgan Stanley analyst Katy Huberty tells clients in a 13-page note that landed in my inbox Sunday night. She writes:. Click to enlarge. Not looking right? But Apple, with its vast Asian supply chain, might also be the biggest loser if tensions between Trump and China break out into a trade war. Bottom line: H...

ped30.com ped30.com

Philip Elmer‑DeWitt | Page 2 of 68 | Apple 3.0

https://ped30.com/page/2

Apple analyst reads Warren Buffett’s mind. Published March 2, 2017 by Philip Elmer-DeWitt. Apple analyst reads Warren Buffett’s mind. 8220;Being valued as a luxury goods company beats being viewed as a consumer electronics play susceptible to disruption.”. Read More Apple analyst reads Warren Buffett’s mind. Click to share on Twitter (Opens in new window). Click to share on Facebook (Opens in new window). Click to share on LinkedIn (Opens in new window). Click to share on Reddit (Opens in new window).

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