Netflix 1Q18 Earnings, Netflix's Momentum, Apple's War on Leakers

Today's Above Avalon daily update includes the following topics: 

  • Netflix 1Q18 Earnings
  • Netflix's Momentum
  • Apple's War on Leakers

Today's email begins with a closer look at Netflix's 1Q18 earnings. The email then turns to my thoughts on Netflix's business momentum. We look at the topic from the perspective of Apple. The discussion concludes with my thoughts on Apple's leaked memo about leakers. We go over the two fundamental drivers behind Apple's paranoia involving secrecy. 

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