Today's Above Avalon stories:
- Share Buyback's Growing Importance
- The Changing App Store Narrative
- PC Industry's Disastrous 4Q15
We kick off today's email by focusing on why Apple's buyback program is positioned to play a bigger role going forward. There is a difference between AAPL, the stock, and Apple, the company, and management has a few tools to take advantage of the situation. We then shift over to Apple's recent press release highlighting App Store revenue trends for 2015. Instead of focusing just on the data, the changing narrative found with the App Store is much more interesting. We conclude by discussing two takeaways from Gartner's and IDC's 4Q15 PC shipments estimates.
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