Disney Earnings, Peloton Earnings, Thursday Q&A

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

  • Disney Earnings

  • Peloton Earnings

  • Thursday Q&A

We kick off today’s update with my thoughts on Disney earnings. The discussion then turns to Peloton’s earnings, which gave me more questions than answers. We look at each company from the perspective of being a rumored M&A target for Apple. The email concludes with a new installment of Thursday Q&A. I answer the following questions from Above Avalon members:

  • What are my thoughts on the idea that self-driving cars have entered the “Trough of Disillusionment” phase of the Hype Cycle? Do I think Project Titan has been scaled down again?

  • What was my reaction to The Information’s report on WeChat mini programs?

  • What are my thoughts on Apple’s product market fit for K-12 education and what the company needs to do to succeed?

  • Would public/peer pressure alone be enough for Apple to significantly change course on its capital return program?

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