We begin today’s update with a few additional takeaways from Neil’s new report on Apple’s share buyback program. The discussion then turns to a key different between Bob Iger and Bob Chapek and what it means for Disney’s approach to blockbuster movies.

Hello everyone. Welcome to a new week. It’s good to be back after a few days off.

The newest Above Avalon Report was published last Wednesday. You can find “Apple’s Share Buyback: What Comes Next?” in your inbox or via the archive (here). You can use this link to have friends/co-workers/family sign up as members before accessing the report. As a reminder, an audio version of the report was also recorded and released to members with the podcast add-on attached to their membership. To get the add-on, fill out this form.

Let’s jump into today’s update.

More on Apple’s Buyback Plan

The newest Above Avalon Report examined where things currently stand with Apple’s share buyback program and what the future will likely bring.

In recent years, somewhat of an understanding has taken hold when it comes to Apple’s buyback. Wall Street is not as doubtful about Apple’s ability to fund both share buyback and its investment opportunities (capex, R&D, M&A). This doesn’t mean that Apple’s share buyback lacks unknown.

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