Today's Above Avalon daily update includes the first half of my Apple 4Q18 earnings review. We discuss the major themes from Apple's earnings report and conference call. The email includes the following sections:
4Q18 Results vs. My Expectations
Apple’s Unit Sales Disclosure Bomb
The Gray Market Factor Is Real
Apple Growth Levers
Conservative 1Q19 Guidance
The second half of my earnings review we be sent to members on Monday.
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