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Above Avalon Episode 143: Look at the Capex

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Manage episode 229404563 series 1305713
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.

For the first time in 16 years, Apple expects its capital expenditures (capex) to decline during the current fiscal year. Episode 143 is dedicated to discussing capex and how the financial metric provides a different look at how Apple is unique in comparison to its largest peers. Additional topics include defining capex, the theories behind Apple’s declining capex, the dramatic capex shift occurring among the Wall Street giants, and how capex shines light on a company’s cash-generating machine. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

Links:

Apple’s Declining Capex (weekly article)

Above Avalon Episode 122: An Apple R&D Bonanza (podcast)

Apple’s Free Cash Flow Advantage / Revisiting Apple’s Wall Street Narrative (daily update)

More information on Above Avalon membership

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (143 episodes) is available here.

Follow:

Neil Cybart (host/producer)

The Above Avalon Podcast

  continue reading

101 episodes

Artwork

Above Avalon Episode 143: Look at the Capex

Above Avalon

154 subscribers

published

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Manage episode 229404563 series 1305713
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.

For the first time in 16 years, Apple expects its capital expenditures (capex) to decline during the current fiscal year. Episode 143 is dedicated to discussing capex and how the financial metric provides a different look at how Apple is unique in comparison to its largest peers. Additional topics include defining capex, the theories behind Apple’s declining capex, the dramatic capex shift occurring among the Wall Street giants, and how capex shines light on a company’s cash-generating machine. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.

Links:

Apple’s Declining Capex (weekly article)

Above Avalon Episode 122: An Apple R&D Bonanza (podcast)

Apple’s Free Cash Flow Advantage / Revisiting Apple’s Wall Street Narrative (daily update)

More information on Above Avalon membership

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (143 episodes) is available here.

Follow:

Neil Cybart (host/producer)

The Above Avalon Podcast

  continue reading

101 episodes

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