Today's Above Avalon daily update includes the following topics:
- Goldman Sachs Looking at iPhone Financing
- Apple Slows Down Debt Buying
- Google to Embrace iPhone X Notch
We begin with reports that Goldman Sachs is in talks with Apple regarding product financing opportunities. I dispel a few rumors attached to the story. The discussion then shifts to Apple beginning to prep its investment portfolio for major changes related to returning excess cash to shareholders. The email concludes with a discussion of Google's plans to embrace the iPhone X notch and why Android OEMs are ready to go all-in on the notch.
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