![]() Stories include Apple hitting 3T, thoughts on AAPL & 4T, great TSLA s. Additional topics include: Above Avalon’s history, Neil’s secrets to success, and his largest challenges found with a paid membership model. Here were the stories discussed in last weeks Above Avalon daily updates. In episode 168, Neil gives a behind-the-scenes look at Above Avalon’s business model. The complete Above Avalon Podcast episode archive (162 episodes) is available here. Above Avalon continues to thrive with a sustainable business model based solely on paid memberships. Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy (Above Avalon Report) The Big Question Now Facing Apple (Above Avalon Weekly Article)Ībove Avalon Episode 160: Let’s Talk “Apple Tax” (Above Avalon Podcast)Ībove Avalon Episode 143: Look at the Capex (Above Avalon Podcast)Ībove Avalon Episode 161: Apple’s Spectacular Year on Wall Street (Above Avalon Podcast) ![]() To sign up and for more information on membership, visit /membership. 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). Additional topics include why predictions contain so little value, the number of Apple users, and Apple in emerging markets. 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. The complete Above Avalon Podcast episode archive (166 episodes) is available here.Īt 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. Moving Forward in a Pandemic (Above Avalon weekly article)Įpisode 165 - The iPad’s First Decade (Above Avalon podcast) 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. In episode 166, Neil discusses Apple’s strategy for navigating the coronavirus pandemic. The discussion then turns to my view on the upcoming Apple Experience era and where AirPods fit into Apple's future product portfolio. To become an Above Avalon member, visit /membership.Apple and its peers find themselves in the most difficult operating environment they have ever faced. We discuss how Apple will likely expand AirPods into a platform as they did with Apple Watch. After going over my experience using AirPods, we dive into the strategy behind the product. Future meet-ups are possible in other cities. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Meet Neil and other Above Avalon members to discuss Apple and other related news items. This feature is only available to members. Instead, AirPods represent Apple's second wearables platform. Receive the weekly Above Avalon articles via email. AirPods are not just a pair of bluetooth headphones or an iPhone accessory. Reports were designed to have a long shelf life and be used as reference material that members can periodically turn to. In episode 76, we discuss the most intriguing new product to be unveiled at Apple's keynote. In 2018, I unveiled Above Avalon Reports as a way to go deeper into Apple topics for Above Avalon members.
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