Today's Above Avalon daily update includes the following topics:
Spotify In Talks to Buy Gimlet Media
4Q18 Microsoft Surface Sales
Updated Apple Earnings Model
We kick off today’s email with my thoughts on Spotify being in talks to buy the podcast network Gimlet Media. The discussion then turns to Microsoft earnings and we take a deep dive into Surface results. The email concludes with a look at my updated Apple earnings model following Apple’s 1Q19 results. Above Avalon members have access to my working Apple earnings model.
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