Thoughts on Apple Cutting 1Q19 Guidance

Today's Above Avalon daily update is dedicated to discussing Apple’s negative revision to 1Q19 revenue guidance. The following sections are covered in today’s 3,000-word update:

  • Guidance Background

  • Tim Cook's Letter 

  • It's China 

  • Outside of China

  • Share Buyback 

  • Big Picture

  • Closing Thoughts

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