Today's Above Avalon stories:
- ESPN President Talks Apple
- Apple Is Moving Beyond the iPhone (Implications for AAPL)
We kick off today's email by discussing ESPN President John Skipper's interview with the WSJ. It is clear that Disney wants to change the narrative surrounding ESPN and reading in between the lines, Apple may end up playing a pivotal role in Disney's (and ESPN's) future. We then look at my "Apple Is Moving Beyond the iPhone" post from the perspective of AAPL investors and the implications for AAPL.
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