Today's Above Avalon stories:
- AAPL 3Q16 Earnings Preview (Part 4 - 4Q Guidance)
- Tesla's New Master Plan
- Thursday Q&A
We begin today's email with the fourth installment of my AAPL 3Q16 earnings preview. Part 1 - Methodology was published in Monday's daily update, Part 2 - Services, Mac, iPad, Apple Watch was published in Tuesday's update, and Part 3 - iPhone was published in yesterday's update. In today's update, we discuss my perspective on Apple's upcoming 4Q guidance, including the contributing factors that will play a key role in analyzing management's guidance. The email then turns to Elon Musk's new master plan for Tesla. I take a deep dive through the plan, offering a number of observations on Musk's vision for Tesla. We conclude with Thursday Q&A in which I answer questions from Above Avalon members. This week's questions:
- What will happen if there aren't new Macs announced this fall?
- What do you make of the rumor that Apple will buy Formula 1?
These stories are available for Above Avalon members. To continue reading, click here.
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