The Apple Watch Paradox, Math and Logic Behind My $10B Apple Watch Valuation, Thursday Q&A

Today's Above Avalon stories: 

  • The Apple Watch Paradox
  • Math and Logic Behind My $10B Apple Watch Valuation
  • Thursday Q&A

We kick off today's email by continuing the discussion found in my article, "Apple Watch Is Already a $10 Billion Business." Specifically, we look at how the Apple Watch has turned into a paradox. The email then turns to the math I used to obtain a $10 billion valuation for the Apple Watch business. We also discuss some of the logic I relied on to properly value Apple Watch's growth prospects. We conclude with Thursday Q&A (questions from Above Avalon members). This week's question:

  • What do you make of Apple's unusual Apple Watch band retail strategy? 

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