Above Avalon Episode 102: Apple Cash Influence

Above Avalon

Content provided by Neil Cybart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Neil Cybart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

7y ago 40:03

M4A•Episode home

Episode 102 has a financial tone as we discuss how Wall Street is thinking about Apple in a new way. After breaking up the last five years of Apple stock performance into four eras, we go over my theory on why Wall Street now looks at Apple's excess cash as the most influential factor impacting the stock. This means that the iPhone business is losing influence over the stock. We go over the four reasons why I think investors are now valuing Apple's future cash flows at a higher level. The episode concludes with three implications of Wall Street giving more attention to Apple's balance sheet, excess cash, and share repurchases. Receive my analysis and perspective on Apple throughout the week via exclusive daily emails. To sign up, visit AboveAvalon.com/membership.

Show Notes:

Wall Street Has Begun to Think About Apple In a New Way (weekly article)

Above Avalon Episode 90: Buying Back 50% of Apple (podcast)

More Information on Above Avalon Membership

Subscribe to the Above Avalon Podcast:

iTunes

Overcast

RSS (for your favorite podcast player)

Twitter:

100 episodes

#Tech #Apple #Aapl #Technology #Mac #Neil Cybart #Business #IPhone #IPad #Watches