Today's Above Avalon stories:
- Apple's M&A "Struggles"
- Apple Considered Buying Imagine Entertainment
- Thursday Q&A
We begin today's email with my thoughts on Bloomberg's article, "Apple Struggles to Make Big Deals, Hampering Strategy Shifts." We discuss why I'm surprised Bloomberg ran the story and how the narratives critical of Apple are starting to change. The email then turns to news that Apple considered buying Imagine Entertainment as part of its content strategy play. We discuss what Apple likely saw in Imagine Entertainment and what it tells us about Apple's evolving content strategy. We end the email with the latest installment of member Q&A, and I answer the following questions from Above Avalon members:
- How big of a deal is it that Berkshire Hathaway continues to increase its stake in AAPL?
- Is Apple considering future stock splits through their share repurchase strategy?
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