My iPhone in China Theory, Deep Dive into Roku's IPO Filing, Apple Searching for Apple Studios HQ

Today's Above Avalon email includes the following stories: 

  • My iPhone in China Theory
  • Deep Dive into Roku's IPO Filing
  • Apple Searching for Apple Studios HQ

We kick off today's email by continuing the discussion found in last week's article ("Apple in China"). Specifically, we go over my theory on why iPhone sales turned weak in China. The discussion then turns to Roku filing for an IPO. We take a deep dive into Roku's S-1 IPO filing. The email then turns to the latest scoop from The Financial Times regarding Apple Studios. We go over two observations from news that Apple is thinking about moving to The Culver Studios. 

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