Today's Above Avalon daily update includes the following topics:
- Apple’s Tricky Road to a Trillion
- Samsung’s Flagship Smartphone Not Selling Well
- Walmart Exploring Subscription Video Streaming Service
We begin today's email with my thoughts on the narrative that Apple's share buyback and dividends are making it increasingly difficult for Apple to reach a trillion dollar market cap. The discussion then turns to Samsung's earnings and the company blaming its weak performance on lackluster demand for its flagship smartphone. We conclude things with my thoughts on Walmart investigating its own subscription video streaming service.
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