Additional iPhone X Initial Impressions, Fitbit Is Losing Relevancy

Today's Above Avalon email includes the following stories: 

  • Additional iPhone X Initial Impressions
  • Fitbit Is Losing Relevancy

We begin today's email with additional iPhone X initial impressions. I have been using an iPhone X since Monday. On Tuesday, I published "iPhone X" over at Given the limited amount of time with the device, the article went over my initial impressions and thoughts from using the device. Since a few days have passed, we go over more of my iPhone X initial impressions, including thoughts on future iPhone strategy/financial implications. The discussion then turns to Fitbit's 3Q17 earnings. We go over the key takeaways from management's conference call and why I think Fitbit's biggest risk is now irrelevancy.  

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