Today's Above Avalon stories:
- Thoughts on Friday's Stock Market Move and AAPL Drop
- Apple Valuation Metrics (Base and bear case using my 2016 estimates)
- China Mobile Subscriber Numbers
The stock market continues to undergo an incredible amount of volatility, and early indicators point to another wild week. We kick things off by taking a closer look at what is going on in this market and discussing some observations I'm seeing with AAPL shares. We then shift over to AAPL valuation metrics, going over both base and bear cases. We conclude with a closer look at recent China Mobile subscriber numbers. Data would suggest the iPhone is indeed a primary driver of China Mobile's 4G strength with 2015 looking like a pivotal year in terms of smartphone growth in China.
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